Feature Archive | January 2026

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January 31st
- 4 Psychological Tricks to Save More in 2026
- My First $1 Million: Retired (at 57) Aerospace Senior Manager, 58, Denver
- 5 Best Splurge Cruises for Retirees in 2026
- 5 Bob Dylan Quotes Every Retiree Should Live By
- Is Your Retirement Plan Built for 2026 — or Stuck in 2006?
- Filed for Social Security Too Soon? 2 Ways to Get a Do-Over
- Have You Aligned Your Tax Strategy With These 5 OBBBA Changes?
January 30th
- How to Avoid Medicare Late Enrollment Penalties Forever
- Ask the Editor, January 30: Questions on Social Security Benefits Taxation
- If You'd Put $1,000 Into AMD Stock 20 Years Ago, Here's What You'd Have Today
- The 'Take That, Uncle Sam' Rule of Retirement Spending
- 6 Key Ways to Plan for Financial Success in 2026 (and Avoid a Portfolio 'Death Spiral')
- A Financial Plan Is a Living Document: Is Yours Still Breathing?
January 29th
- Don't Overpay the IRS: 6 Tax Mistakes That Could Be Raising Your Bill
- Flashback Finance: The Cost of Retiring the Year You Were Born
- How One Hospital Visit Overseas Could Wreck Your Finances
- It's Time to Rethink What 'Aging Well' Means
- Your Guide to Financial Stability as a Military Spouse, Courtesy of a Financial Planner
- 3 Steps to Keep Your Digital Data Safe, Courtesy of a Financial Planner
- Here's Why You Can Afford to Ignore College Sticker Prices
January 28th
- The Met Opera May Sell Its Iconic Paintings. Is it a Good Investment?
- Do You Really Need All Those Phone Plan Perks?
- The New Average Divorce Rate By Age: Are You in the Risk Zone?
- Is the Housing Market's 'Lock-In Effect' Finally Starting to Ease?
- We Retired at 70 With $4.3 Million. My Wife Won't Spend 'Our Grandkids' Inheritance,' but I Want to Travel.
- Today's Senior Living Communities Are Not Your Grandma's 'Old Folks' Home': An Expert Guide to Shopping for the Right Fit
- 3 Common Misconceptions About Working With a Financial Planner
- Should You Consider Investing in the Quantum Computing Sector? This Investment Adviser Has Some Suggestions
January 27th
- 4% and Chill? Find Out If This Distribution Rule Fits Your Retirement
- Yes, Artificial Intelligence Stocks Are Booming
- I'm an Estate Planning Attorney: These Are the Estate Plan Details You Need to Discuss (And What to Keep Private)
- I'm a Financial Adviser: This Is How You Can Minimize the Damage of Bad Market Timing at Retirement
- 'You Owe Me a Refund': Readers Report Challenging Their Attorneys' Bills
January 26th
- The $3,000 Retirement Mistake Millions Make Each Year (And How to Avoid It)
- 7 Questions to Help Kick Off an Estate Planning Talk With Your Parents
- Down But Not Out: 4 Reasons Why the Dollar Remains the World Heavyweight
January 25th
- The Top 10 Side Gigs For Retirees In 2026
- 3 Retirement Changes to Watch in 2026: Tax Edition
- The 'Yes, And ...' Rule for Retirement
- What Not to Do After Inheriting Wealth: 4 Mistakes That Could Cost You Everything
- 'The Money Prism' Solves Retirement Money's Biggest Headache: Here's How
- No, AI Can't Plan Your Retirement: This (Human) Investment Adviser Explains Why
- Tax Season 2026 Is Here: 8 Big Changes to Know Before You File
January 24th
- The New Rules of Retirement
- A Value Focus Clips Returns for This Mairs & Power Growth Fund
- Small-Cap Stocks Gain Momentum. That's Good News for This iShares ETF
- How Drones Can Affect Your Insurance Coverage
- I Regret Moving to a 55+ Community, But My Wife Loves It. What Can I Do?
- My First $1 Million: Risk Management Consultant, 55, Marlborough, Mass.
- Don't Let a 60/40 Portfolio Derail Your Retirement: Why a Cookie-Cutter Approach Could Cost You
- Are You Winging Your Retirement Plan? A Wealth Adviser's Tips to Help Build Wealth and Navigate Risk
- Divide and Conquer: Your Annual Financial Plan Made Easy, Courtesy of a Financial Adviser
January 23rd
- Ask the Tax Editor, January 23: Questions on Residential Rental Property
- 11 Stock Picks Beyond the Magnificent 7
- The Financial Details Every Couple Should Share (Before There’s an Emergency)
- I’ve Played 1,300-plus Golf Courses: These Are the 4 on My 'Must-Play' List for 2026
- Why ETFs Are One of the Easiest Ways to Start Investing
- High-Income But Low Confidence? This 5-Point Plan From a Financial Planner Can Fix That
- Your Post-Accident Survival Guide, From an Insurance Expert
- 3 Investment Lessons From 2025 to Help You Ride Out Any Storm in 2026
January 22nd
- Should You Be Investing in Emerging Markets?
- Estate Planning When You Have a Skeleton in the Closet
- Are You and Your Financial Adviser in Sync on Social Security?
- How to Find the Best International Moving Company for Your Big Move Abroad (and Avoid Costly Mistakes)
January 21st
- 12 Tax Strategies Every Self-Employed Worker Needs in 2026
- 7 Hybrid Adviser Services, Reviewed
- If You'd Put $1,000 Into UPS Stock 20 Years Ago, Here's What You'd Have Today
- 5 Ways Trump Could Impact Your Portfolio This Year
- I'm Retiring at 67 With $2.6 Million, Most of Which Is in a Traditional IRA. I'm Worried About RMDs and Taxes. What Should I Do?
- For High-Net-Worth Retirees, Tax Planning and Estate Planning Are the Main Events
- This Overlooked Diversification Tool Can Build Resilience Into Your Portfolio
- What Will Happen to Your Business When You Retire? How to Exit Successfully and Thrive in Retirement
January 20th
- Roth IRA Conversion Quiz: Would You Benefit from the Switch?
- How Prices Changed in Trump's First Year
- Beyond the Bar: Your 5-Step Guide to Discovering Whether a Lawyer Is Shady
- 6 Practical Steps to Help Keep Your Student Focused on College Rather Than the Financial Strain
- Are You the Doer or the Visionary of Your Advisory Practice? Here's How You Can Make the Leap to Chief Vision Officer
January 19th
- How to Plan a (Successful) Family Reunion
- These Unloved Energy Stocks Are a Bargain
- You've Heard It Before, But This Investment Advice Still Pays Off
- Are Clients Asking About Adding Crypto to Their Retirement Plans? This Is How Advisers Can Approach This New 401(k) Frontier
- 3 Niche Oil and Gas Investments for Next-Gen Wealth Builders
- How to save for college and retirement at the same time
- 8 ways to potentially lower your taxes
- 6 common tax mistakes for investors to avoid
January 18th
- 6 Champagne Problems Successful Retirees Face
- A Portfolio Checklist If You're Planning to Retire in 2027
- How to Avoid Being Buried by the Tax Avalanche in Retirement: Tips From a Wealth Adviser
- I'm a Financial Adviser: This Is the Real Secret to Retirement Success
- Is Your Retirement Plan Based on Social Security Fact or Fiction?
- Are You Investing to Score Points or Make Money? Cautionary Tales From an Investment Adviser
January 17th
- Are You Overlooking These 5 Investment Opportunities in 2026?
- Your Parents' Retirement Plan Won’t Work for You (The Stats Are In)
- Are Roth Conversions for Retirees Dead in 2026 Because of the New Tax Law?
- Worried About Retirement? 4 Tasks to Calm Your Nerves and Build Confidence, From a Retirement Pro
- Financial Success Isn't Just About What You Save, But Who You Trust: Who's in Your Driver's Seat?
January 16th
- Ask the Editor, January 16: Tips for Filing Your Form 1040
- Is Direct Primary Care Right for Your Health Needs?
- 5 Bruce Springsteen Quotes Every Retiree Should Live By
- How the Stock Market Performed in the First Year of Trump's Second Term
- If You're in the 2% Club and Have a Pension, the 60/40 Portfolio Could Hold You Back
- Bye-Bye, Snowbirds: Wealthy Americans Are Relocating Permanently for Retirement — and This Financial Adviser Can't Fault Their Logic
- Consider These 4 Tweaks to Your 2026 Financial Plan, Courtesy of a Financial Planner
- We Know You Hate Your Insurance, But Here's Why You Should Show It Some Love
January 15th
- Why Public Markets Don't Look Like They Used To
- Turning 65 in 2026? Here Is Exactly How to Sign Up for Medicare
- I'm 61 and Want a Divorce, but I Worry About My Finances. Should We Live Separately but Stay Married?
- What's in Store for the Stock Market in 2026?
- Is a Caregiving Strategy — for Yourself and Others — Missing From Your Retirement Plan?
- 6 Financially Savvy Power Moves for Women in 2026 (Prepare to Be in Charge!)
- Private Equity Is Fundamentally Changing: What Now for Investors and Business Owners?
January 14th
- Countries That Will Pay You to Move: Cash Grants, Incentives and What to Know
- How to Use Your Health Savings Account in Retirement
- I'm a Real Estate Expert: 2026 Marks a Seismic Shift in Tax Rules, and Investors Could Reap Millions in Rewards
- When Can Tax Planning Be an Act of Love? This Family Found Out
- Forget Job Interviews: Employers Will Find the Best Person for the Job in an Escape Room (This Former CEO Explains Why)
January 13th
- Who Said That? Match the US President to the Quotation
- When Do W-2s Arrive? 2026 Deadline and 'Big Beautiful Bill' Changes
- 8 Things You Need to Stop Wasting Money on in 2026
- Gray Divorce After 50: Managing the Shift to Your Solo 'Second Act'
- The Paradox Between Money and Wealth: How Do You Find the Balance?
- Billed 12 Hours for a Few Seconds of Work: How AI Is Helping Law Firms Overcharge Clients
- General Partner Stakes: Why Investors Are Buying Into the Business of Private Equity
January 12th
- How Worried Should Investors Be About a Jerome Powell Investigation?
- Will Soaring Health Care Premiums Tank Your Early Retirement?
- I'm 68, Retired, and Spent the Holidays With My Grandkids. Now We're Apart, I'm Feeling Down. How Can I Adapt?
- 5 Golden Rules We (Re)learned in 2025 About Investing
- I'm a Financial Adviser: Here's How to Earn a Fistful of Interest on Your Cash in 2026 (Just Watch Out for the Taxes)
- How Oil and Gas Investing Can Stabilize Returns and Shield Against Market Volatility: Tips From a Financial Pro
- How to Navigate the Silence After Your Business Sells for $5 Million: Tips From a Financial Planner
January 11th
- We Are Retired and Fight More Than Ever. I Want to Take a Break to Save Our Marriage.
- Turning 59½: 5 Planning Moves Most Pre-Retirees Overlook
- Are Your Retirement Numbers Not Looking Good? A Financial Adviser Runs Through Your Options
- How to Make the Most of These 2 Tax Breaks ASAP (They Have Expiration Dates)
January 10th
- The 10 Best Splurge Destinations for Retirees in 2026
- My First $1 Million: US Government Worker, 47, Overseas
- What Changed on January 1: Check Out These Opportunities Created by the New Tax Law
- Beat the Money Blues With This Easy Financial Check-In to Get 2026 Off to a Good Start
- Do Self-Storage REITs Deserve Space in Your Portfolio? It's a Yes From This Investment Adviser
January 9th
- Is Home Insurance Tax Deductible?
- Ask the Editor, January 9: How to Get Ready for Tax Filing Season
- 4 Simple Money Targets to Aim for in 2026 (And How to Hit Them), From a Financial Planner
- Estate Planning Isn't Just for the Ultra-Wealthy
- How to Be a Smart Insurance Shopper: The Price Might Be Right, But the Coverage Might Not Be
- 7 Reasons Why Your Portfolio Needs Short-Term Bond ETFs
January 8th
- Why Your Bank Suddenly Lowered Your APY — And What to Do Next
- I'm a Wealth Planner: Forget 2026 Market Forecasts and Focus on These 3 Goals for Financial Success
- I'm a Financial Adviser: Why In-Person Financial Guidance Remains the Gold Standard
- This Is How You Can Turn Your Home Equity Into a Retirement Buffer
January 7th
- The Best Vanguard Bond Funds to Buy
- Are You Afraid of an IRS Audit? 8 Ways to Beat Tax Audit Anxiety
- We Are Retired, Mortgage-Free, With $970K in Savings. My Husband Wants to Downsize to Lower Our Costs, but I Love Our House. Help!
- Feeling Too Guilty to Spend in Retirement? You Really Need to Get Over That
- Strategies for Women to Maximize Social Security Benefits
January 6th
- States That Tax Social Security Benefits in 2026
- QUIZ: What Type Of Retirement Spender Are You?
- This Is How Early Retirement Losses Can Dump You Into Financial Quicksand (Plus, Tips to Stay on Solid Ground)
- How an Elder Law Attorney Can Help Protect Your Aging Parents From Financial Mistakes
- Q4 2025 Post-Mortem From an Investment Adviser: A Year of Resilience as Gold Shines and the U.S. Dollar Dives
January 5th
- The Wealth Equation: Balancing Money and Stress
- Is Your Emergency Fund Running Low? Here's How to Bulk It Back Up
- An Expert Guide to How All-Assets Planning Offers a Better Retirement
January 4th
- Forget FIRE: Why ‘FILE’ Is the Smarter Move for Child-Free DINKs
- 7 Tax Blunders to Avoid in Your First Year of Retirement, From a Seasoned Financial Planner
- How to Plan for Social Security in 2026's Changing Landscape, From a Financial Professional
January 3rd
- 10 Cheapest Places to Live in Washington
- Healthy to 100: Secrets from Countries Where Retirees Age Best
- My First $1 Million: Semiretired CPA, 68, San Francisco
- 6 Overlooked Areas That Can Make or Break Your Retirement, From a Retirement Adviser
- I'm a Wealth Adviser: These Are the 7 Risks Your Retirement Plan Should Address
January 2nd
- Tip: Ways to Track Your Credit Card Rewards
- How New Investors Can Pick Their Perfect Portfolio, According to a Pro
- High-Net-Worth Retirees: Don't Overlook These Benefits of Social Security
- Do You Have an Insurance Coverage Gap for Your Valuables? You May Be Surprised to Learn You Do
January 1st
- What to Do If You Plan to Make Catch-Up Contributions in 2026
- If You'd Put $1,000 Into Lowe's Stock 20 Years Ago, Here's What You'd Have Today
- How to Max Out Your 401(k) in 2026 (New Limits are Higher)
- Don't Trade After-Hours Without Reading This
- 8 Practical Ways to Declutter Your Life in 2026: A Retirement 'Non-Resolution' Checklist
- To Retire Rich, Stop Chasing Huge Returns and Do This Instead, Courtesy of a Financial Planner
- New Year, New Retirement Rules: Here's How You Can Keep Up as the Landscape Changes
- Plan to Give