Feature archive
December 2025
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- December 31st
- How We Manage Our Finances Together as a Married Couple
- I’m 45 and I’ve Barely Invested in the Stock Market. I Recently Inherited $50,000. What Should I Do?
- A Contrarian Approach Pays Off for This Bond Fund
- How AI Is Changing the Way Americans Spend on Live Events
- 7 Outrageous Ways Retirees Can Invest Their Money in 2026
- 7 Creative Ways to Spend Less and Save More In Retirement, Courtesy of a Financial Pro
- I'm an Annuities Pro: This Is How You Can Cover the Income Gap While Your Social Security Benefits Grow
- December 30th
- 3 Major Changes to the 2026 Charitable Deduction
- Where to Stash Cash as Yields Fall, According to Advisers
- Control vs Protection Quiz: Which Trust Do You Need?
- Should You Use Buy Now, Pay Later Options to Finance Your Vacation?
- Best Mutual Funds to Invest In for 2026
- If You'd Put $1,000 Into 3M Stock 20 Years Ago, Here's What You'd Have Today
- I'm 61 With $1.6 Million. What New Year's Resolutions Can Help Me Retire by the End of 2026?
- I'm a Financial Pro: You Really Can Make New Year's Money Resolutions That Stick (and Just Smile as Quitter's Day Goes By)
- Domestic vs Offshore Asset Protection Trusts: A Basic Guide From an Attorney
- As We Age, Embracing Our Own Self-Doubt Can Be a Gift: A Cautionary Tale About Elder Financial Abuse
- December 29th
- 7 Ways to Save Money on Almost Everything
- My Top 10 Stock Picks for 2026
- We're Still Bullish on Stocks
- These Were the Hottest S&P 500 Stocks of the Year
- I Waited Until 75 to Retire With $1.4 Million. Do I Have to Follow the 4% Rule, or Can I Take Larger Withdrawals?
- Stocks That Could Take Off in the New Year
- Now That You've Built Your Estate Planning Playbook, It's Time to Put It to Work
- I'm a Wealth Adviser: These 10 Strategies Can Help Women Prepare for Their Impending Financial Power
- December 28th
- Do You Have a CD Maturing Soon? Here's What to Do Next
- How to Make 2026 Your Best Year Yet for Retirement Savings
- You Saved for Retirement: 4 Pressing FAQs Now
- I'm a Financial Planning Pro: This Is How You Can Stop These 5 Risks From Wrecking Your Retirement
- Are You Hesitating to Spend Money You've Spent Years Saving? Here's How to Get Over It, From a Financial Adviser
- December 27th
- How to Open and Maintain an Online Savings Account Safely
- 7 Ways to Age Gracefully Like the Best Stock Photo Seniors
- My First $1 Million: Banking Executive, 48, Southeast US
- Time to Close the Books on 2025: Don't Start the New Year Without First Making These Money Moves
- Is Fear Blocking Your Desire to Retire Abroad? What to Know to Turn Fear Into Freedom
- December 26th
- Your Year-End Wellness Checklist for a Healthier 2026
- Premium Rewards Cards: More Perks, Higher Fees
- 3 Trips to Escape the Winter Doldrums, Including An Epic Cruise
- How to Master the Retirement Income Trinity: Cash Flow, Longevity Risk and Tax Efficiency
- I'm an Insurance Expert: Sure, There's Always Tomorrow to Report Your Claim, But Procrastination Could Cost You
- Could a Cash Balance Plan Be Your Key to a Wealthy Retirement?
- December 25th
- Changes Are Coming for This Invesco Bond Fund
- What Science Reveals About Money and a Happy Retirement
- 7 Retirement Planning Trends in 2025: What They Mean for Your Wealth in 2026
- What Defines Wealth: Soul or Silver? Good King Wenceslas' Enduring Legacy in the Snow
- An Investing Pro's 5 Moves to Help Ensure 2025's Banner Year in the Markets Continues to Work Hard for You in 2026
- December 24th
- December 23rd
- The SEC Is Concerned for Older Investors and Retirement Savers. Here's What You Should Know.
- Vesting, Catch-Ups and Roths: The 401(k) Knowledge Quiz
- Why You Should Pay Attention to Company Guidance
- How to Protect Yourself and Others From a Troubled Adult Child: A Lesson from Real Life
- To Build Client Relationships That Last, Embrace Simplicity
- Client Demand Is Forcing Financial Advisers to Specialize: How to Deliver
- December 22nd
- The 2026 Retirement Catch-Up Curveball: What High Earners 50 and Older Need to Know Now
- Here's How Much You Can Earn with a $100,000 Jumbo CD
- A Financial Planner Takes a Deep Dive Into How Charitable Trusts Benefit You and Your Favorite Charities
- A 5-Step Plan for Parents of Children With Special Needs, From a Financial Planner
- How Financial Advisers Can Best Help Widowed and Divorced Women
- December 21st
- Your Guide to Buying Art Online
- I'm 59 With $1.7 Million Saved and Just Lost My Job. Should I Retire at 59½, or Find New Work?
- A Wealth Adviser Explains: 4 Times I'd Give the Green Light for a Roth Conversion (and 4 Times I'd Say It's a No-Go)
- A 4-Step Anxiety-Reducing Retirement Road Map, From a Financial Adviser
- December 20th
- I Drive and Collect Classic Cars: Here’s How I Got in the Game Without Spending a Fortune
- My First $1 Million: Retired Middle School Teacher, 68, North Carolina
- The $183,000 RMD Shock: Why Roth Conversions in Your 70s Can Be Risky
- A Financial Pro Breaks Retirement Planning Into 5 Manageable Pieces
- 4 Financial To-Dos to Finish 2025 Strong and Start 2026 on Solid Ground
- December 19th
- Ask the Editor, December 19: Itemized Deductions
- 9 Types of Insurance You Probably Don't Need
- Are You Putting Yourself Last? The Cost Could Be Your Retirement Security
- I'm an Insurance Pro: It's Time to Prepare for Natural Disasters Like They Could Happen to You
- The Future of Philanthropy Is Female: How Women Will Lead a New Era in Charitable Giving
- December 18th
- The Retirement Donor's Checklist: Key Deadlines by Gift Type
- Retirees in These 7 States Could Pay Less Property Taxes Next Year
- Estate Tax Quiz: Can You Pass the Test on the 40% Federal Rate?
- Mamdani Millionaire's Tax: Let the New York Exodus Begin?
- I'm 73, Retired, and Dreading Winter, But I Can't Afford to Be a Snowbird. Help!
- 5 Smart Things to Do With Your Year-End Bonus, From a Financial Professional
- Are You a Gen X Investor? Here's How You Can Protect Your Portfolio From an AI Bubble
- Hey, Retirees: Put Your Charitable Gifts in a Donor-Advised Fund (and Enjoy Your Tax Break)
- December 17th
- The Rule of Compounding: Why Time Is an Investor's Best Friend
- 4 Great Tools to DIY Your Own Financial Plan
- The 7-Month Deadline That Determines Your Lifetime Medicare Premiums
- If You're a U.S. Retiree Living in Portugal, Your Tax Plan Needs a Post-NHR Strategy ASAP
- Could Target-Date Funds With Built-In Income Guarantees Be the Next Evolution in Retirement Planning?
- December 16th
- 7 Ways to Plan Now to Save on Medicare IRMAA Surcharges Later
- Trump's Plan to Eliminate Income Tax: 7 Things to Know Now
- Where to Store Your Cash in 2026
- The 'Best of Both Worlds' Rule of Retirement Spending
- Don't Let the Court Decide: Test Your Knowledge on Avoiding Probate
- Your Year-End Tax and Estate Planning Review Just Got Urgent
- What Makes This Business So Successful? We Find Out From the Founder's Kids
- December 15th
- December 14th
- I'm Retired and Want to Give My 3 Grandkids $5,000 Each for Christmas, But Their Parents Don't Want Them to Spend It All.
- I'm a Financial Planner: If You're Not Doing Roth Conversions, You Need to Read This
- Could Traditional Retirement Expectations Be Killing Us? A Retirement Psychologist Makes the Case
- I'm a Financial Adviser: This Is How You Can Adapt to Social Security Uncertainty
- December 13th
- The Stoic Retirement: Ancient Wisdom for Today’s Biggest Life Transition
- 11 Outrageous Ways to Spend Money in Retirement
- My First $1 Million: Retired In-House Corporate Lawyer, 74, Midwest
- I'm a Financial Planner for Millionaires: Here's How to Give Your Kids Cash Gifts Without Triggering IRS Paperwork
- 'Boomer Candy' Investments Might Seem Sweet, But They Can Have a Sour Aftertaste
- December 12th
- Ask the Editor, December 12: IRAs, 401(k)s and RMDs
- Got $100 to Gamble? These Penny Stocks Could Be Worth the Ride
- Being the Executor of an Estate is a Thankless Job: Here's How to Do It Well Anyway
- Quick Question: Are You Planning for a 20-Year Retirement or a 30-Year Retirement?
- Don't Get Caught by the Medicare Tax Torpedo: A Retirement Expert's Tips to Steer Clear
- I'm an Insurance Pro: Going Without Life Insurance Is Like Driving Without a Seat Belt Because You Don't Plan to Crash
- December 11th
- 5 Types of Gifts the IRS Won’t Tax: Even If They’re Big
- The 'Scrooge' Strategy: How to Turn Your Old Junk Into a Tax Deduction
- What to Expect from the Global Economy in 2026
- What You Need to Do With Your 401(k) Before 2025 Is Over
- I'm a Tax Attorney: These Are the Year-End Tax Moves You Can't Afford to Miss
- I'm an Investment Adviser: This Is the Tax Diversification Strategy You Need for Your Retirement Income
- December 10th
- I'm Retired With $2.2 Million Saved and Work 2 Retail Shifts a Week for Fun. My Young Colleague Just Got Her Hours Cut. Should I Quit So She Can Have My Shifts?
- Could an Annuity Be Your Retirement Safety Net? 4 Key Considerations
- I'm a Financial Pro: Older Taxpayers Really Won't Want to Miss Out on This Hefty (Temporary) Tax Break
- December 9th
- Why Playing It Safe in Retirement Is a Big Risk
- QUIZ: What Type Of Retirement Saver Are You?
- Meet the World's Unluckiest — Not to Mention Entitled — Porch Pirate
- Smart Business: How Community Engagement Can Help Fuel Growth
- In 2026, the Human Touch Will Be the Differentiator for Financial Advisers
- How Financial Advisers Can Deliver a True Family Office Experience
- December 8th
- December 7th
- Smart Money Moves Savers Should Make in 2026
- I Retired at 63 to Enjoy My Free Time but My Grown Kids Want Help With Child Care. I Love My Grandkids, but It's Too Much. What Should I Do?
- 5 RMD Mistakes That Could Cost You Big-Time: Even Seasoned Retirees Slip Up
- I'm a Wealth Adviser: My 4 Guiding Principles Could Help You Plan for Retirement Whether You Have $10,000 or $10 Million
- A Retirement Triple Play: These 3 Tax Breaks Could Lower Your 2026 Bill
- December 6th
- 10 New Year's Resolutions for Retiring Next Year
- My First $1 Million: Self-Employed Trader, 50, San Francisco
- Think You Know How to Be Happy in Retirement? These 9 Stats Might Surprise You
- If You're Retired or Soon-to-Be Retired, You Won't Want to Miss Out on These 3 OBBB Tax Breaks
- Waiting for Retirement to Give to Charity? Here Are 3 Reasons to Do It Now, From a Financial Planner
- Are You Ghosting Your Finances? What to Do About Your Money Stress
- December 5th
- Crypto Trends to Watch in 2026
- Original Medicare vs Medicare Advantage Quiz: Which is Right for You?
- Ask the Editor, December 5: Capital Gains and Tax Planning
- Time Is Running Out to Make the Best Moves to Save on Your 2025 Taxes
- I'm an Insurance Pro: If You Do One Boring Task Before the End of the Year, Make It This One (It Could Save You Thousands)
- 4 Smart Ways Retirees Can Give More to Charity, From a Financial Adviser
- December 4th
- Are You Middle-Class? Here's the Most Tax-Friendly State for Your Family
- Should You Tap Your Home Equity Before 2026?
- What Investors May Face in the New Year: Interview
- My Adult Child Was Laid Off. Can We Discuss It Without Ruining the Holidays?
- 3 Year-End Tax Strategies for Retirees With $2 Million to $10 Million
- 'Politics' Is a Dirty Word for Some Financial Advisers: 3 Reasons This Financial Planner Vehemently Disagrees
- For a Move Abroad, Choosing a Fiduciary Financial Planner Who Sees Both Sides of the Border Is Critical
- December 3rd
- Average Retirement Income by Age and State
- 5 Year-End Moves to Maximize Your 2025 Retirement Savings
- 21 Money Moves Smart People Are Making Before 2026
- I'm a Financial Adviser: This Tax Trap Costs High Earners Thousands Each Year
- A Financial Adviser's Guide to Divorce Finalization: Tying Up the Loose Ends
- December 2nd
- Is 2026 Your Year To Retire?
- Social Security Benefits Quiz : Do You Know the IRS Tax Rules?
- Are You Ready for 65? The Medicare Initial Enrollment Period Quiz
- 3 Ways to Stretch the 2026 Social Security COLA For Your Budget
- Giving Tuesday Is Just the Start: An Expert Guide to Keeping Your Charitable Giving Momentum Going All Year
- Uber Takes Aim at the Bottom Lines of Billboard Personal Injury Lawyers
- December 1st
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