Features Archive | July 2026

Filter (90 articles)

Year:

Month:

July 15th
- NYC Is Trying to Stop 'Subscription Traps': What Are Those, and Are Other Places Next?
- How to Fight the Annoyance Economy
- From Pitch to Paradise: The Ultimate Guide to Your Miami World Cup Getaway
- 3 Reasons Why Kiplinger Readers Love Southwest Airlines Credit Cards
- When Is a Roth Conversion a Bad Idea? 6 Situations Retirees Should Consider Carefully
- Even at 49 With $1.5 Million, My Retirement Is in Jeopardy: How Do I Manage the Bank of Mom and Dad?
- Long-Term Care Insurance Alternatives: How to Craft a Flexible Plan to Help Cover Future Health Needs
- This Is the Biggest Financial Mistake Many Families Are Making
- A 'Mega Backdoor Roth' Can Save Thousands More for Retirement
July 14th
- Navigating the New Fed: 5 Conflicts Kevin Warsh Has to Tackle Now
- A 2026 Tax Playbook for High Earners: Stealth Taxes and Strategic Wins
- The Inheritance Your Kids Need More Than Money — and 5 Ways to Pass It On
- I'm a Wealth Adviser: This Divorce Memoir Describes Painful Financial Mistakes I See All the Time — Here's How You Can Avoid Them
- Stop Chasing Long-Term Bonds: Why the 'Belly' of the Yield Curve Is Your Best Bet
- Implied Easements and Hostile Neighbors: How a Couple Avoided Being Landlocked After Their Cranky New Neighbor Moved In
July 13th
- 7 Signs You Are Financially Ready to Retire Even if You Don't Feel Ready
- Should You Pay Off Your Mortgage Before You Retire? A Financial Planner Gets Real
- Yay! You've Been Awarded Stock! Boo, the Tax Hit Is Massive: How to Avoid the Mistakes High Earners Make Before They Even Realize It
July 12th
- 10 Cheapest Places to Live in Oregon
- 'Subsidized Adulting': Can You Afford to Help Your Children Financially?
- 5 Costly Mistakes That Can Trigger Medicare Surcharges — And How to Avoid Paying Thousands More Than You Should
- 3 Reasons High Earners Should Revisit Their Financial Plans Today
- Your Final 10 Years Before Retirement: Why Your Current Strategy Might Be Your Biggest Risk
July 11th
- The 'SUV Tax': How Your Vehicle Choice Impacts Your Net Worth
- Moving to Florida or Texas for Retirement? 3 Questions to Ask First
- My First $1 Million: Retired Surgery Professor, 51, North Carolina
- Finances Wandered Off Course? These 12 Month-by-Month Steps Will Help You Get Back on Track
- Are You Much Older Than Your Spouse? Sorry, But Your Social Security Decision Isn't About You
- Will Your Death Double Your Spouse's Tax Bill? 4 Ways Couples Should Prepare for the Widow's Penalty
July 10th
- The Best All-in-One ETFs to Keep Your Investment Portfolio Simple
- Take These Steps to Tame Your Taxes In Retirement
- Ask the Tax Editor, July 10: Late Refunds and Calling the IRS
- Summer Vacation Season and Travel Prices Are Heating Up: 4 Ways to Keep Costs Down and Stay Cool, From a Financial Planner
- Opportunity Zone 2.0 Designations: How Your Governor Will Pick the 2027-2036 Map
- The Most Dangerous Words I Hear From Married Couples as a Financial Adviser: 'He Handles It'
- How Business Owners Can Unlock Capital They Didn't Know They Had
July 9th
- The IRS Never Texts You, So Why Are They Doing It Now?
- Do You Lack the Confidence to Go Ahead and Retire? You're Not Alone
- The Exit Coach: How Advisers Can Guide Business Owners Through the Emotional Process of a Sale
- Clients Asking About IPOs? Here's a 5-Step Framework for the Conversation
July 8th
- Property Tax Bills Are on the Rise. Here's What You Can Do
- Pet Stocks Have Slipped Since COVID. Is This an Investing Opportunity?
- How Small Business Owners Can Balance AI With Employee Loyalty and Retirement Goals
- 3 Tax-Efficient Legacy-Building Strategies for High-Net-Worth People, Courtesy of an Estate Planner
- Moving Wealth Abroad? Here's How to Keep Your American Dream From Turning Into an Overseas Nightmare
- This Is What Can Happen When Your Financial Plan and Estate Plan Aren't in Sync
July 7th
- Do You Know What It Takes to Be a Millionaire? Test Your Knowledge
- What to Do When Your Health Insurer Says 'No'
- Retiring From the Military: 10 Things to Know
- Are Total Market Bond Funds a Smart Addition to Your Portfolio? A Financial Planner Outlines Possible Risks and Rewards
- High Earners Want to Give Money and Communities Need It: Impact-First Investing Can Bridge the Gap
- Buying a House Together When You're Not Married? A Lawyer Explains Why It's One of the Worst Financial Moves You Can Make
July 6th
- Why You Should Keep an Eye on I-Bonds Now
- Why Even Retirees Need Emergency Funds
- The Boy Who Cried 'Bubble': What if He's Right This Time? What Investors Need to Consider
- Your First 5 Potential Moves When Inherited Wealth Makes You Rich Overnight
- Is Private Equity Behind the Scenes in Your 401(k)? Here's What That Could Mean for Your Retirement
July 5th
- Millions of People Are Aging Alone: What Living Single Means for Retirement Taxes
- The Member's Mark Products That Make a Sam's Club Membership Worth It
- Should Fully Funded Retirees Invest Like 30-Year-Olds?
- What My Career Change From Olympian to Financial Planner Taught Me About Money
- Your Annual Physical as a Financial Strategy: How Preventive Health Spending Impacts Lifetime Wealth
- An Investment Strategist's Guide to Maintaining Your Portfolio's 'Hygiene'
July 4th
- A 5-Part Financial Checklist for Your 30s
- 5 Ways To Increase Your Investment Income In Retirement
- The 'Busy Trap': 5 Ways a Hectic Schedule Can Ruin Your Retirement
- My First $1 Million: Administrative Director in Healthcare, 52, El Paso, Texas
- Your Retirement Plan Looks Watertight, But Have You Checked for Tax Leaks?
- How to Design Your Retirement Declaration of Independence to Build the Life You Want
- What the Rest of Us Can Learn From Microsoft's Early Retirement Offer
July 3rd
- Ask the Tax Editor, July 3: Tax Questions for Investors
- 5 Reasons You Should Claim Social Security at 70 (And 5 Reasons to Claim It Earlier)
- Is Home Insurance Pricing Retirees Out of the American Dream?
- How to Use a Medicaid Asset Protection Trust to Help Shield Your Family From Long-Term Care Costs
- Managing Your Money After a Loss: A 30-60-90-Day Plan for Surviving Spouses
- Before You Sign Divorce Papers, Consider These 6 Tips From a Financial Adviser Who's Also a Certified Divorce Financial Analyst
July 2nd
- Why the Trump Account Rollout Is Raising Questions About Social Security
- These Smart Upgrades Are Game-Changers if You're Living in an Older Home
- The Cost of Staying Put: Aging in the Neighborhood You Love
- Investing Lessons From 'The Three Little Pigs': Ways to Help Build a Portfolio the Big Bad Wolf Can't Blow Down
- Want to Protect Your Assets? Consider Life Insurance You Don't Have to Die to Use
- How to Build a Financial Plan Around a Variable Income: For Freelancers, Gig Workers and Commission-Based Earners
- How the Stock Market Performed in the Second Quarter of 2026: An Investment Adviser's Take
July 1st
- 7 Sam's Club Perks Costco Members Envy
- If You Put $1,000 Into an S&P 500 ETF 20 Years Ago, Here's What You'd Have Today
- Is Your Financial Adviser for Retirement Worth the 1% Fee?
- This Changes Your Social Security Decision (Especially if You're in the 2% Club)
- I'm a Real Estate Pro: This Is Why (and How) I'm Deferring My Taxes Until I Die
- Trump Accounts Arrive Soon: Are They the Right Fit for Your Family?
- Managing Concentrated Wealth: When Success Becomes Risk