Features Archive | June 2026

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June 30th
- Do You Know More Retirement Tax Rules Than a 28-Year-Old? Take the Quiz
- The Asset Location Rule: Where to Put Income Investments in Retirement?
- The 'Florida Flip' for Roth Conversions: How to Use a No-Tax State to Lower RMDs
- 'They Are Putting Residents' Lives at Risk': Behind the Scenes at an Assisted Living Facility
- I'm a Financial Planner: Don't Let the Lure of an 'Exclusive Opportunity' Tempt You to Make a Bad Financial Move
- 6 Ways Philanthropists Can Help Shape the Future of AI So That It Serves People, Not Just Profits
June 29th
- Finance Guru Jean Chatzky: This Is the Biggest Retirement Mistake You Can Make
- Think Your Retirement Plan Is Perfect? Does It Address This Very Important Question? (It's Not About Money)
- 7 Key Financial Steps to Take Before You File for a Gray Divorce
- Annuities Can Have Unpleasant Tax Side Effects: Here's the Surprising Antidote
June 28th
- How Benjamin Franklin's Simple Money Rules Could Help Lower Your 2026 Taxes
- Avoiding the Widows' Penalty Tax Trap After a Spouse Passes
- Wealth Wise: A Multimillionaire Wants to Marry Again. How Can She Protect Her Money?
- Retirement Won't Make You as Happy as You Expect: A Financial Planner Explains Why
- Longevity Is Your Greatest Asset in Retirement: If You Know How to Use It to Your Advantage
- I'm a Financial Adviser: 60/40 Portfolios Are Too Risky for Wealthy Investors (This Is the Strategy You Need Instead)
June 27th
- I'm a Retirement Coach: Why 'Healthy Fear' is Good For Your Future
- 3 Ways to Reclaim Your Wealth While Inflation Outpaces Savings Accounts
- My First $1 Million: Retired High School Teacher, 55, Midland County, Michigan
- How High Earners Can Get Through the Income Tax Maze
- An Expert Guide to Calculating How Much Money You Really Need in Retirement
June 26th
- 5 Assets You Should Sell First in Retirement (If You Need the Cash)
- Ask the Tax Editor, June 26: Amended Returns and Late-Filed Returns
- For Your Fixed-Income Pot, Consider an Annuity That Behaves Much Like a Bank CD
- Conflicted About Selling Concentrated Company Stock? 5 Strategies to Help You Unwind Slowly
June 25th
- Low-Tax States For Middle-Class Families Ranked by Childcare Affordability
- Sam's Club Membership Is Just $15 Right Now — Here's What's Included
- Retirees are Loading Up On Stocks: Is That Wise or Risky?
- 3 Reasons UBS is Kiplinger Readers' Favorite Wealth Management Firm in 2026
- When a Will Isn't Enough, Families Can Let Trusts Do the Heavy Lifting: Here's How
- Your Clients Have Changed: Has Your Advisory Practice Changed with Them?
June 24th
- America at 250: The 3 Economic Headaches That Haven't Changed Since 1976
- Requiem for Maestro: 5 Lessons From Fed Chair Alan Greenspan
- How Has Retirement Changed in the Last 50 Years? Take Our Quiz
- The Best Target Maturity Bond ETFs for a Reliable Income Ladder
- America is Turning 250 — But We Didn't Get Serious About Saving for Retirement Until 50 Years Ago
- Test Your Knowledge on 8 Key Investing Terms
- Do You Need $1 Million-Plus to Retire if You Have a Pension?
- Aggressive Investing Can Get You to Retirement, But It Won't Get You Through It: Here's Why
June 23rd
- These 3 Prime Day Finds Can Make Your Home Safer and More Functional
- America's Cost of Living at 200 vs 250: How Affordable is American Life Now?
- Top Stocks Under $20 to Buy and Hold
- With Affirm, Intuit QuickBooks Can Help Make Outstanding Invoices Easier for Customers and Small Businesses
- How 'Inner Wealth' Is Reshaping Financial Planning for High-Net-Worth Women
- Unconscionable Employment Contracts: What Aspiring Broadcast Journalists Need to Know Before Signing
- Investor Shannon Saccocia Talks Oil Prices, Opportunities and Stock Outlook for 2026
June 22nd
- James Glassman's Top 30 Stock Picks Mid-Year Recap
- A Practical Guide to Credit and Loans
- I'm a Wealth Planner: Don't Skip the Estate Planning Step That Makes It All Work
- So Your Employer Doesn't Offer a 401(k)? That's a Challenge, Not a Dead End
June 21st
- Is a Trump Account Worth It? Projected Growth — and Who Should Skip It
- There's a Good Chance Your Savings Account Is Hurting You. Here's Why — and How to Fix It
- What's Behind the Shifting Fortunes for This Small-Cap Fund?
- How Auto-IRA Programs and the Saver's Match Could Be Retirement Game Changers
- Wealth Wise: Bridging the Healthcare Age Gap for Military Couples with TRICARE and Medicare
- Your 3-Step Guide to Constructing Rock-Solid Income in Retirement, From a Financial Planner
- Tomorrow Isn't Guaranteed: How to Stop a False Sense of Security From Destroying Your Financial Plan
- Cash Balance Plans Aren't Gimmicks: Why High Earners Should Reconsider This Bona Fide Planning Tool
June 20th
- This Pimco Junk Bond Fund Is a Gem
- 5 Countries Wealthy People Are Moving to — and What They're Looking For
- Before You Give Money To Your Kids, Ask Yourself These 3 Questions
- 5 Ways to Boost Your Credit Score
- My First $1 Million: Retired Teacher, 83, New York
- Paper Social Security Checks Are on Their Way Out: How to Help Your Aging Loved Ones Cope
- I (Used to) Hate Annuities: Then I Looked at the Math
- 7 Money Habits of Retirees Who Never Stress About Spending
June 19th
- How to Protect Yourself From Rising Financial Fraud, According to an Expert
- New ETFs on the Market: What to Know and Watch
- Ask the Tax Editor, June 19: Estimated Tax Payments and Withholding
- What to Do With a Windfall to Avoid Permanent Financial Mistakes
- Is a 'Lost Decade' Threatening Your Retirement Savings? Here’s How to Pivot
- The Best Nasdaq Stocks to Buy for Long-Term Upside
- I'm a Financial Adviser: If You Want to Give Money to a Child in Your Family, Some Options Are Better Than Others
- How Global Geopolitics Shape Oil and Gas Investing: What Investors Need to Keep in Mind
- How Today's Couples Can Bridge the Financial Planning Gap Between Modern Living and Legal Reality
June 18th
- Got $1 Million Saved for Retirement? Here Are the Huge RMDs the IRS Makes You Take at Ages 73, 75, 80 and 85
- How 401(k) Savers Just Triggered a Big Market Shift
- 3 Life Events That Should Trigger an Immediate Estate Plan Review
- 'Trust Me. I Am a Fiduciary': But That Does Not Always Mean What You Think It Means
June 17th
- Shopping for Long-Term Care Insurance at Age 50, 55, 60 and 65? What You Need to Know
- 5 Tax-Saving Strategies That Can Help You Have a Better Retirement, From a Financial Planner
- Why Your Next 1031 Exchange Decision Might Not Be About Taxes (It Could Be About Life)
June 16th
- Do You Know How Working in Retirement Affects Benefits and Taxes? Take Our Quick Quiz
- The Delicate Art of Firing Your Financial Adviser, Even When They Are a Friend
- Why I Decided to Appeal My Medicare IRMAA Surcharge
- 50% of Retirees Will Need Long-Term Care at 85: How Will Your Retirement Plan Today Address That?
- Why I Believe John Oliver Was Actually Too Kind to 'Cash Now' Predators
- Why Resilience Is the Defining Thread of Today's Small Businesses
June 15th
- 5 Investing Lessons from the Knicks' Championship Win
- 6 Ways to Make Economy Feel Like Business Class
- Kiplinger's Investing Playbook for the Second Half of 2026
- What You Need to Know About Money Market Accounts
- Whole Life Insurance: Stealth Retirement Savings Tool or Waste of Money?
- How Roth Conversions Can Help Your Family Avoid an IRA Tax Trap After You're Gone
- I'm a Wealth Planner: These Are the 3 Pillars You Need Before You Build Your Estate Plan
- I'm a Wealth Adviser: This Is the Wealth-Building Opportunity Most Entrepreneurs Miss
June 14th
- How to Learn to Stop Worrying About the Gift Tax and Give Your Kids Money Already
- 'Streamflation' is Costing You. Here's How to Save Without Missing Your Favorite Shows
- 10 Cheapest Places to Live in Arizona
- Wealth Wise: You’ve Mastered Asset Allocation — Now It’s Time for Asset Location
- 5 Costly RMD Mistakes That Will Put a Dent in Your Savings (and How Early Planning Can Help)
- DST Inventory Just Hit a Record $3.9 Billion: What 1031 Exchange Investors Should Do Next
- Does Your Estate Plan Have a Context Gap? Why It Needs Details About More Than Just Your Assets
- Do You and Your Partner Want the Same Retirement? 5 Conversations Every Couple Must Have
June 13th
- You've Spent a Lifetime Amassing Your Stuff. Here's How to Get Rid of It.
- Master the Art of Spending in Retirement
- The Longevity Blueprint: 4 Everyday Signs You’re Tracked for a Longer Life
- My First $1 Million: Tech CFO, 58, Dallas
- Fed Zeppelin: 5 Songs That Explain the Biggest Central Bank in the World
- Social Security, Healthcare and Tax: The Potential Complications of Working Past Retirement Age
- 2 Awkward Talks to Have With Your Kids Before They're 18 (Not 'That' One)
- To Close the Wealth Gap, the Starting Line Matters More Than the Finish Line: Teach Your Children Well
June 12th
- The Best Semiconductor ETFs: How You Can Mine the AI Gold Rush
- Ask the Tax Editor, June 12: Tax Basis in Inherited Property
- The Best Advisers Help Their Clients Use Their Retirement Fear Constructively: Here's How
- Growth Starts Where Your Firm Shows Up: 5 Steps to Build Your Community Outreach
- Next-Gen Investors Won't Ditch Human Advisers for AI, But This Is How Advisers Will Have to Adapt to Stay in the Game
- How to Turn Wealthy Clients' Charitable Giving Into a Cohesive Plan
June 11th
- Quiz: Could Your Recent Grad's 529 Funds Jumpstart Their Roth IRA?
- Why Retirement Demands a Beginner’s Mindset
- School's Out — and Summer Is the Perfect Time to Reassess Your 529 Plan
- I'm a CPA: These Are the Q2 Tax Moves Every Business Owner Should Be Making Now
- Want to Improve the Curb Appeal of Your Advisory Firm? Don't Wait Until the Open House
- How Client Segmentation Can Help Your Advisory Boost Profitability
June 10th
- USAA Giving Out Nearly $1 Billion in Refund Checks and Discounts in Florida: Are You Getting One?
- Invested in Index Funds? Here's What You Need to Know About Mega-Cap IPOs
- When a $1 Valet Tip Becomes $5: What Tipping Anxiety Says About Inflation and the Outdated Price List in Your Head
- Many Retirees With a Pension and $1 Million-Plus Do These 7 Things (and Regret It Later)
- The Big Three IPOs: What Retirees Need to Know Now
- Should Your Asset Allocation Change When You Retire?
- Legacy Planning for Moms: How to Protect Your Family From Chaos and Conflict
June 9th
- How to Manage Your Qualified Dividends in 2026
- What's Next for Apple with a New CEO
- May CPI Shows Inflation Rose at Its Fastest Pace in 3 Years
- Lost Your Spark? 6 Ways to Break Out of a Retirement Funk
- Parent PLUS Caps Just Changed the Math on Paying for College: How Will You Fill the Gap?
- Why (and How) High-Net-Worth Individuals Are Securing Golden Visas to Protect Their Assets
- Are This Company's Ads About Its Push-to-Talk Devices Misleading? In My Legal Opinion, Yes, They Are.
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June 8th
- Iran War Upends the Global Oil Industry: Kiplinger Special Report
- Do You Know the Pros and Cons of Annuities? Test Your Knowledge With Our Quiz
- Investor Jeremy Grantham on AI Stocks, Long-Term Opportunities and the Importance of Patience
- Running on Empty: Why Your Retirement Plan Might Be Closer to E Than You Think (Another Lesson From the School of Rock)
- Passing the Torch Without Burning Down the House: How to Master the Art of Family Business Succession
- Where to Find the Top Yields For the Rest of 2026
- How to Talk About Touchy Subjects With Loved Ones, Before a Crisis Turns 'Ifs' Into Reality
June 7th
- How to Avoid Fuel Surcharges on Your Summer Travel
- What You Need to Know About Private Credit
- The Penny Is Dead, So Why Is the U.S. Mint Bringing Them Back?
- Wealth Wise: Should We Bankroll Our Son's $180K Law School Tuition Even Though We're Retired?
- 5 Retirement Lifestyle Upgrades That Cost Less Than You Think
- Should You Buy a Beach House? The Truth About Vacation Homes, From a Financial Planner
- The Truth About Annuities: The Question Isn't 'Are They Good or Bad?' It's 'Are They Appropriate for You?'
June 6th
- Worthy Value Stocks to Consider Now
- Go Ahead and Splurge, But Ask Yourself These 3 Questions First
- My First $1 Million: Public Affairs Director and Farmer, 53, the Midwest
- 9 Tax Surprises Retirees Don't See Coming Until It's Too Late
- How to Stop Second-Guessing Financial Decisions You've Already Carefully Made
- I'm a Financial Adviser: This Is the Discipline You Can Apply to Your Portfolio to Save Yourself a Lot of Money
- My Husband and I Are Concerned About Losing Our Jobs and Want to Make Sure We're Covered. How Much Should We Save in an Emergency Fund?
June 5th
- From your driveway to your destination, an auto transporter can make it easy to ship your car nationwide
- The Best Ultra-Short Bond ETFs to Boost Your Cash Reserves
- Ask the Tax Editor, June 5: Tax Rules for Landlords
- World Cup Soccer Quotes to Live By: Messi vs Ronaldo
- Protecting Family Wealth Means Allowing Your Kids to Get Involved — and Letting Them Make Some Mistakes. Here's Why
- Who Signs Off on Your Insurance Premium Hikes? You Might Get to Vote on Them
- I'm an Exit Planner: I Hate to Break It to the Business Owners Out There, But Playing Golf Cannot Be Your Sole Purpose in Retirement
- What This Year's Biggest Medicare Changes Mean for You
June 4th
- Giving Money for a Wedding or Graduation? See if You Know These IRS Gift Tax Rules
- Average Generation Jones Net Worth: Still Striking Back at the Empire
- Where Do DIY Investors Stumble Without Professional Help? A Wealth Adviser Weighs In
- Why the College-First Mindset Is an Outdated Relic That's Failing Us All
- From Pride Month to Year-Round Impact: A Smarter Approach to LGBTQ+ Giving
- Managing the High Cost of Mental Health Care
June 3rd
- We Were Banned From Airbnb. Do We Have to Sell Our Dream Beach House?
- Working in Retirement vs Working on Your Golf Swing: 4 Questions to Help You Decide Which Is Right for You
- I'm a Retirement Consultant: This Is the Single Most Important Planning Step I Learned After I Retired
- The Right Way and the Wrong Way to Use a 529 Plan That Doesn't Cover the Full Cost of College
- Planning for Care If You Can No Longer Care for Yourself
June 2nd
- The Rise of the 'Half-Back' Retiree: Why a Perfect Florida Condo Isn't Enough
- Trump Backed a 10% Cap on Credit Card Interest Rates: What That Could Mean for Americans' Debt Problems
- These 2 Books Prove That Common Sense Still Wins (and They Could Cure Your Financial Pessimism)
- Is Money Making You Sick?
June 1st
- 5 Top Buy-and-Hold Investments to Manage Market Volatility
- Do You Know How to Behave in an Airport Lounge? Take Our Quiz
- Counting on the Great Wealth Transfer to Fund Retirement? Why It Might Not Pan Out the Way You Hope
- I'm a Retirement Psychologist: This Is the Identity Crisis That High Achievers Don't Plan For (and What to Do About It)
- How Investing in Oil and Gas Mineral Rights Can Help You Step Off the 1031 Exchange Treadmill
- Objective Financial Advice vs a Product Pitch: How to Ensure You Hire the Right Financial Expert Rather Than a Salesperson
- 15 Ways To Lower Your Healthcare Costs