Feature Archive | April 2026

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April 30th
- If You'd Put $1,000 Into Target Stock 20 Years Ago, Here's What You'd Have Today
- North Carolina’s $15,000 Forgivable Mortgage: How to Qualify in 2026
- The 'Wait-to-Win' Rule of Retirement Spending
- How to Negotiate to Lower Your Medical Bills: These Strategies Can Help Reduce Your Costs
- You Don't Have to Sell Out to Grow: A Case for Staying Independent as an RIA on Your Terms
- Using Google AI Tools Can Give Your Advisory Firm the Edge — If You Do These 5 Things First
April 29th
- How Smart Is Your Gifting Strategy? Take Our Grandparents' Legacy Quiz
- If You'd Put $1,000 Into Chipotle Mexican Grill Stock 20 Years Ago, Here's What You'd Have Today
- A Once-in-a-Lifetime Summer: 7 Historic Trips to Take With Your Grandkids for America’s 250th
- 3 Steps to Take With Your Credit Cards When You Start to Divorce
- How to Open a Custodial Roth IRA: A Guide for Grandparents
- Should You Relocate to a New State for Retirement? The Ultimate Checklist for Those With a Pension and $1 Million-Plus
- I'm a Financial Planner: These 4 Spending Mistakes Can Derail Your Retirement Plan
- Changing Jobs and Tempted to Cash Out Your 401(k)? Read This First (Future You Will Thank You)
April 28th
- 9 No-Capital-Gains-Tax States in 2026 Ranked by Cost of Living: Are They Really Cheaper?
- The Average Millennial 401(k) Balance is Not 'Superbad'
- The 9% Solution: An Expert Guide to Retirement Tax Breaks That Could Cut Your Tax Rate Nearly in Half
- Giving Gamechanger: Why Now's the Time to Use a Donor-Advised Fund
- If You're Considering Law School, This History Lesson Is for You
April 27th
- 10 Things You Should Know About Oil and Prices
- Feeling a Tax Bite? Municipal Bonds Could Be More Compelling Than You Think
- Your Stock Portfolio Just Got Hammered: Here's a Tax-Smart Way to Recover
April 26th
- 2026 Changes to Student Loans You Need to Know
- We Are 65 With $2.6 Million. One of Our Two Daughters Struggles Financially. Is It Fair if We Only Help Her?
- I'm a Financial Planner: If You're a Wealthy Retiree Who Ignores These 3 Retirement To-Dos, You're Courting Significant Financial Risk
- Will Millennials' Attitude Toward Money Put the Family Wealth at Stake? A Wealth Adviser Explains How Families Can Find Common Ground
- Is Lifestyle Creep Delaying Your Retirement Timeline? Here's How to Enjoy Life Now Without Paying for It Later, From a Financial Planner
- Buying a Home With Your 401(k)? Consider the Risk to Your Retirement
April 25th
- Will You Have to Retake Your Driving Test? What Retirees Must Know About State DMV Rules
- My Daughter is 25, Underemployed and Lives at Home. How Do I Help Her Without Sacrificing My Savings?
- Michigan Parents Are Getting Hit with Surprise Car Insurance Rules — and Drivers Nationwide Should Pay Attention
- Are Your Retirement Savings on Track at Ages 60 to 65? Take Our Quiz
- Are You ‘Spaving’? Why Trying to Save Could Be Costing You More
- My First $1 Million: Retired Business Manager, 62, West Lakeland, Minn.
- Combating Loneliness in Retirement: Why Strengthening Your Connections Could Lengthen Your Life
- I'm Retired and Hate Being a Landlord. Should I Sell My Rental Property?
- The 4 Money Scripts We Learn in Childhood (Which One is Silently Threatening Your Retirement?)
- Investing When the World Feels Crazy: Expert Strategies
April 24th
- 10 Years Until Retirement? Here Are 5 Investing Rules to Follow
- Ask the Tax Editor, April 24: How Can I Resolve My IRS Tax Debt?
- 3 Questions That Determine if You’re Actually Ready to Retire Early
- The Fiduciary Rule is Gone (Again): Why Your Retirement Safety Net Just Shrank
- My Top 3 Destinations for Retirees' 2026 Spring Vacations
- When Your Financial Life Looks Blurred, One Document Will Pull It Into Focus
- While You're Fretting That There's an AI Bubble, You Could Be Missing a Huge Investing Opportunity
April 23rd
- Are You 'Broke Planning'? 10 Frugal Habits People Are Using to Save in 2026
- The Radical (at the Time) Concept That Led to Client-First Financial Planning
- Adulting Is Hard, But These 5 Steps Can Set New College Grads on a Path to a Rich Life
- The Caregiver Penalty: What Women Need to Know Before Hitting Pause on Their Career
April 22nd
- The RMD & QCD Quiz: Master Your Retirement Timeline
- How I Tricked Myself Into Saving More Money
- We're 57 With $7 Million. We Want to Spend $800K Traveling the World for Two Years. Are We Crazy?
- How Does This Iran Oil Crisis Compare to the 1979 Iran Oil Crisis?
- Best Low-Risk ETFs to Replace CDs
- Will Your Retirement Income Trigger the IRMAA This Year? (Plus, 6 Ways to Avoid it in the Future)
- 3 OBBBA Tax Provisions Wealthy Families Should Act on Now, From a Financial Pro
- What Financial Lessons Are Your Kids Learning by Watching You? 5 Ways to Help Them Develop Healthy Money Habits
- Earth Day Thoughts: The Clean Energy Transition Hits Warp Speed Amid Geopolitical Unrest
April 21st
- How Much Money You'd Make in the Stock Market Instead of Financing a New Car
- 13 States With No Retirement Tax Ranked by How Much You Need to 'Retire Comfortably'
- 5 Ways I Honor Earth Day (That Also Save Me Tons of Money)
- I'm 74 With a Beloved Dog, But I Don't Trust My Adult Kids to Care for My 'Third Child' If I Die. What Should I Do?
- There's No Silver Bullet for Business Success — Just 4 Basic Principles
- From 'Maximizers' to 'The Last Check Should Bounce' Club: Why Finding Your Legacy Tribe Will Help You Map Out Your Estate Plan
- We've Survived Bladder Cancer, But Live With the Effects of Surgery. Tough Love Isn't What We Need
April 20th
- 7 George Carlin Quotes Retirees Should Live By
- Too Scared to Dive Into a Fixed-Rate Annuity? Interest Rates Make It Worth Dipping Your Toe In
- 5 Signs You're Living Someone Else's Definition of Success (and How to Stop That Without Burning It All Down)
- I'm a Wealth Manager: This Critical Issue Could Cost Wealthy Families Big-Time if No One Takes Control
April 19th
- 4 Wishes for My Dad's Retirement That Have Nothing to Do With Money or Watching Grandkids
- 15 States With the Highest and Lowest Tax Rates in 2026: Where Your Money Actually Goes the Furthest
- We're 67 With $5.8 Million. I Want to Spend $300K on Home Renovations and a New Car. My Wife Is Nervous About Spending So Much.
- I'm a Financial Adviser: When Managing Your Wealth Feels Like a Pain, Simplify
- Don't Fear the Next Tax Bracket: This Counterintuitive Move Could Save You (and Your Heirs) Thousands
- The Retirement Spending Mistake Even Careful Savers Make (and What to Do Instead)
April 18th
- The New Retirement Math: How an Active Lifestyle Can Lower Your 2026 Taxes
- The Small Cruises We'd Book Now for a 2026 Retirement Splurge
- Should You Rent an EV for Your Road Trip? As Gas Prices Rise, Let's Look at the Costs
- My First $1 Million: Industrial Cybergovernance Worker, 34, Cincinnati
- I'm a Wealth Adviser: This Proactive Tax Strategy Maximizes What You Actually Keep After Taxes
- More Than Half of Couples Say This One Thing Justifies Divorce (and It's Not Infidelity)
April 17th
- Are Your Retirement Savings on Track at Ages 55 to 60? Take Our Quiz
- Ask the Tax Editor, April 17: Questions on Tax Refunds and Penalties
- 3 Questions to Ask Before Deciding if a Roth Conversion Is Right for You
- How Football and Annuities Can Defend Against Risk in Retirement
- Where a Trump Account Might Fit in Your Financial Strategy for Your Newborn (Agree With Him or Not, Your Child Stands to Benefit)
- 4 Retirement Risks Business Owners Often Overlook
April 16th
- 3 Ways to Keep Control of Your Investments as Oil Prices Create Turbulence
- What a Time to Run This T. Rowe Price Tech Fund
- How Alaska Became the Only State With No Medicare Advantage
- Old Annuities Contain Untapped Potential for Clients and Advisers: Here's Why
- Tech Has Simplified Direct Indexing, and That's Not the Only Reason Financial Advisers Should Make the Leap
- Why Financial Advisers Will Benefit as Google Shakes Up Financial Research
April 15th
- Near Retirement? Jumbo CDs Can Protect and Grow Your Cash Fast
- 5 Stocks to Buy With Your 2026 Tax Refund
- We're 68 With $6.8 million. I Give Our 'Kids' $1K a Month, Though They Earn a Good Living. My Husband Wants Me to Stop.
- The Best Money Market Funds to Buy
- A Crisis That's Too Big to Ignore: Financial Illiteracy Puts Our Nation at Risk
- Financial Success Is No Longer Only About Returns: Protection Is the New Performance Measure
- What's the Best Age to Take Social Security? 3 Questions Advisers Should Ask
April 14th
- Estate Planning Quiz: Are You Making These 10 Common Errors?
- Tax Day 2026 Deals: Food Discounts and Freebies at Subway, Krispy Kreme, TurboTax, and More on April 15
- Filing Taxes Last Minute? 8 Things to Double-Check to Avoid IRS Issues and Refund Delays
- Why I’m 'Phone-Proofing' My Life Before I Retire
- The Best Tax-Free Municipal Bond ETFs
- The Middle Wealthy Are the Goldilocks of Retirement, But Where Do You Find the Financial Advice That's 'Just Right'?
- Respected But Never Selected: The Real Reason You're Not Being Promoted at Work (and 5 Tips to Change That)
- Wake Up, Jerry: Your Wife Wants You to Stop Snoring and Read This Before Launching Your Landscaping Biz
April 13th
- Already Filed Your Taxes but Need to Make a Change? Mistakes the IRS Will Fix and Red Flags That Could Delay Your Refund
- 6 Scary Retirement Risks (and How to Vanquish Them)
- 5 More Ways to Address the Conundrum of Concentrated Stock
April 12th
- Stop Sweating the Small Stuff When You Spend Your Retirement Money
- Recreating the Smokey and the Bandit Run: How Much Would it Cost You in Gas Today?
- We're 75 With $3.2 Million. Our Grandchild Needs Help Paying for College, but It's Not Our Fault She Picked a School That's $90k a Year!
- I'm a Financial Adviser: This Could be the Single Biggest Threat to an Otherwise Solid Retirement Plan
- Treating Your Inheritance as 'Extra Money' Is a Sure Way to Blow It: Instead, Use This Simple Technique for Financial Windfalls
- Your Mailed Tax Return Could Be Late Under New USPS Postmark Rules: Here's Why and How to Avoid IRS Penalties
- If You're Retiring Early, an ACA Subsidy Now Could Be a Tax Headache Later
April 11th
- 10 Cheapest Places to Live in South Carolina
- 7 Tips to Save on Driving Costs This Summer
- The New 65? Why the Healthiest Retirees Are Throwing Out the Old Playbook
- We Received a $10k Tax Refund. My Wife Wants to Save It, I Want to Splurge. What Should We Do?
- Is Your Car Making You a Distracted Driver?
- My First $1 Million: Retired Insurance Adjustor, 63, Milwaukee
- When Multiple Tax Rules Collide: Don't Pay a 50% Rate on Your Roth Conversion by Mistake
- April Brings Showers, Flowers and Your Financial Fitness Plan From a Financial Planner
- Forget 'Trust Reveal' Parties: This Is How to Successfully Transfer Wealth
- Even 'Easy' Investing Strategies Can Get Complicated Fast: How to Keep the Magnificent 7 From Endangering Your Portfolio
April 10th
- Tax Day Trivia: 6 Surprising Facts About Your 2026 Refund
- Ask the Tax Editor, April 10: Questions on Selling a Home
- 5 Quick Tax Tips for Retirees for 2025 and 2026, From a Financial Planner
- Why Staying Invested Is the Hardest, Smartest Choice Right Now
- Concentrated Company Stock in Your ESOP? Waiting to Diversify Could Tank Your Retirement
April 9th
- Retirement Mistakes My Boomer Parents Made That I'll Avoid
- Global Tension and Market Jitters: When to Tune Out the News Cycle and Tune in to Your Strategy, From a Financial Pro
- Tax Season Is Almost Over, But Don't Forget About Your Taxes After April 15
- Energy Investing Is a Long Haul: How You Can Prepare the Road Ahead for Your Heirs
- How to Save on Groceries, According to an Expert
April 8th
- Quiz: Could You Age in Place Today? Test Your Readiness
- More States Have Changed to Lower Flat Tax Rates for 2026: Here’s Who Benefits and Saves the Most
- Why This Go-Anywhere JPMorgan Bond ETF Is Thriving
- Gen Z Is Changing Retirement Saving. Here's What Millennials Can Learn
- We're 59 and Retired With $5.3 Million. We Want to Spend $250,000 a Year Until Medicare and Social Security Start. Are We Nuts?
- The Private Assets Held in Public Companies
- This One's for You (and Barry Manilow Fans) if You're Asking, 'Am I Really on the Right Financial Track?'
- I'm a Financial Adviser: This Is How to Ensure Your Kids Never Hear, 'We Might Lose the House'
- Oregon Could Be the Retirement Haven You Don't Know About: 13 Facts to Consider, From a Financial Planner Who Lives There
April 7th
- March CPI Report: Iran War Lifts Inflation to a 2-Year High
- War in the Middle East Spells Higher Inflation for U.S. Consumers
- We thought our retirement budget was set, but these 6 'spring surprises' are costing us a fortune
- Does Your Retirement Plan Ignore Half of Your Net Worth? Here's How You Can Tap Your Housing Wealth for a More Robust Retirement
- These Real-World Examples of Societal Impact Can Inspire College Students for Their Next Chapter
- What to Know About Dynamic Pricing — and How to Beat It
- The Investment Case for Farmland: Inflation Hedge Meets Growing Global Demand
April 6th
- 7 Assets to Leave Out of Your Roth IRA, From a Financial Planner
- 5 Options for That Stock You Have Too Much Of (Plus, the Risks to Know)
- How to De-Risk Your Portfolio in 5 Different Scenarios
- Is Your Financial Adviser's Fee Model as Outdated as a Flip Phone?
- Berkshire Hathaway After Buffett: What's Next for Investors?
April 5th
- 9 No-Income-Tax States Ranked by Cost of Living in 2026: Where You’ll Actually Save the Most
- Smart Transportation Alternatives for Seniors to Avoid Rising Gas Prices
- We're 60 with $550K saved and will inherit $3 million. Can we retire now, even if we can't afford it?
- How to Tackle the Nowhere-to-Be Thing in Retirement and Make a Winning Play With Your Time
- 6 Steps to Quickly Build Your Emergency Fund
- Your 5-Step Guide to Financial Freedom After Divorce, From a Financial Planner
April 4th
- 3 Questions That Reveal if You’re Actually Ready to Age in Place
- My First $1 Million: Retired Fiber Optic Splicer, 50, Columbus, Ohio
- Claiming Social Security Soon? 5 Smart Moves to Make Before You File
- I've Been a Financial Professional for 30 Years: This Is the 1 Trait I See in Every Successful Investor
April 3rd
- Quiz: Is Your Retirement Savings on Track at Age 50 to 55?
- Ask the Editor, April 3: Questions on Tax Return Filing Deadline
- We just retired at 67 with $4.1 million. My husband insists on keeping half our portfolio in stocks. I say it's not worth the risk. Who's right?
- 6 Ways Seniors Can Save on Home Insurance
- Do You Have a 'Mo Money, Mo Problems' Issue? A Financial Planner Has Some Thoughts
- I'm a Financial Literacy Expert: Schools Can Teach Kids About Money, But Guess Who They Learn From the Most?
- Are You Ready to Go Upmarket? What Advisers Need to Know
- Starting to Advise Ultra-Rich Clients? Don't Rebuild Your Firm, Just Rethink It
April 2nd
- 6 Stevie Nicks Quotes Retirees Should Live By
- Stop Using Your Smartwatch for Mileage (Until You Read This IRS Rule)
- Money Market Accounts vs No-Penalty CDs: Which Is the Best Way to Grow My Cash?
- 9 Upgrades That Transform Your Family Home Into a Retirement Oasis
- Are You Looking for Financial Advice or Just Validation?
- Trump Accounts Are a Great Start, But They Could Be Better
- Q1 2026 Post-Mortem From an Investment Adviser: Spring Warms as Markets Cool
- The Entrepreneur's Exit: How to Sell (or Pass on) Your Business Without Losing the Family
April 1st
- The Average Gen X 401(k) Balance Kind of Bites
- Does Your College Student Really Have to File Taxes This Year Even With Low Income?
- I Am 55 With a $1.5 Million 401(k). Should I Take a 401(k) Loan to Pay for a Home Improvement Project?
- 9 Financially Savvy Tips for a Guilt-Free Vacation, From a Wealth Adviser
- Don't Let Low Tax Rates Lull You Into the Torpedo Zone: If You Have $1M to $3M in Tax-Deferred Savings, You Could Be Looking at Brutal Tax Bills in the Future
- Don't Defer Retirement if You're a Landlord, Defer Taxes Instead
- Income and Life Expectancy Not Adding Up? An Annuity Could Solve the Equation
- Hidden Fees and Hidden Agendas