Features Archive | July 2026

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July 31st
- Think You Know About Dividend Stocks? Take Our Short Quiz
- Ask the Tax Editor, July 31: Questions on Income Tax Credits
- What RHONY's Dorinda Medley Can Teach Advisers About Sudden Financial Responsibility
- Thinking of Retiring to Florida? These Hidden Costs Could Drain Your Budget
- REITs in Retirement: Steady Income or Too Much Risk?
- 3 Ages, 3 Money Lessons: A Parent's Guide to Raising Financially Savvy Kids
- If You'd Put $1,000 Into JPMorgan Chase Stock 20 Years Ago, Here's What You'd Have Today
- You, an Honest Driver, Are Paying for Insurance Fraud Schemes: What You Can Do About It
July 30th
- 3 Lessons I've Learned as a Real Estate Pro: What Every New Investor Needs to Know
- Cut Your Taxes With Tax-Loss Harvesting in 2026
- Good Job on Cutting Costly Investment Fees, But These 8 Tax Traps Can Hurt Far More
- 8 Signs You’ll Thrive in Retirement (Even If You're Afraid to Make the Leap)
- Is an Adult Day Center Right for Your Loved One?
- War in Iran, Inflation and AI Angst: Should Investors Increase Their Safety?
July 29th
- Where's the Best Place to Store $10k Now?
- 10 Retirement Fixes You Can Implement Today to Strengthen Your Financial Plan
- Are Subscriptions Making Your Life Easier, or Are Your Bills Just Getting Bigger? How to Calculate the True Cost of Convenience
- Are Higher Rates on the Horizon? Here's How to Prepare Your Portfolio
- GLP-1 Medicare Coverage: How to Get It for $50 (And the Catch)
- With the Widow's Penalty, Prevention Is Better Than the Cure: A Financial Adviser Explains Why
- Alternative Investments Can Work for Everyone, But Ordinary Investors Need Guardrails, Not Bans
July 28th
- 4 Technical Tools to Read Stock Market Charts Like the Pros
- Spend More in Retirement Without Fear of Running Out
- The Billable Hour Is on Life Support: How AI Is Killing the Clock
- Your Points, Your Way: Optimizing Credit Card Transfers for Travel
- How to Talk to Your Parents About Money Without Overstepping
- Medicare 2027 Projections: Here's How Much Your Monthly Premiums Are Estimated to Rise
- I'm a Financial Adviser: My College House-Painting Job Taught Me the Best Way to Compare Professional Fees — and It Works for Financial Advice, Too
July 27th
- The Best Banks for Families With Kids, 2026
- How to Inflation-Proof Your Retirement Without Cutting Costs (You Can Even Take Your Dream Vacation)
- The Best Regional Banks, 2026
- He's 49 and 'Burned Out.' Can He Afford to Quit a $200K Job?
- Is a Delaware Statutory Trust Right for You? 5 Questions to Ask Before You Invest
- I'm a Portfolio Manager: This Is Why Energy Resiliency and Oilfield Service Stocks May Represent a New Growth Opportunity
July 26th
- States With No Retirement Tax Ranked by Medical Care
- Why Paying More in Taxes Today Could Leave You Wealthier Tomorrow: A Financial Planner Explains Roth Conversions
- Power Pellets for Gen X Portfolios: These Are the Defensive Plays the Pac-Man Generation Needs for Retirement
- Why Buying Your First Home Is Way Harder Now Than in the Swinging '60s (Another Lesson From the School of Rock)
- 4 Essential Qualities to Consider When Choosing an Executor for Your Estate
July 25th
- My First $1 Million: Mental Health Professional, 45, Arkansas
- Should You Buy Individual Bonds?
- How the AI Entry-Level Freeze Is Delaying Retirement
- Why Most People Overpay Taxes in Retirement — and Don't Even Know It
- How Retirement Puts Your Cognitive Portfolio at Risk (and the Answer Isn't Doing More Crosswords)
- The Inheritance Dilemma: How to Pass Down Wealth Without Destroying Ambition
- Will This Year's Summer Vacation Throw Your Retirement Off Course?
July 24th
- Ask the Tax Editor, July 24: Taxation of I Bonds
- A Guide to Today's Target-Date Funds
- Your Husband Takes Care of the Finances — What’s So Bad About That? Take Our Quiz to Find Out
- 5 Safe Dividend Stocks for High, Reliable Income
- Time Is on Your Side (Yes, It Is): Why Patience When Investing Wins in the Long Run
- I'm a Financial Pro: My Family Story Shows Why We Should All Consider Disability Insurance — Including Advisers
- You Don't Need a Magic Bean to Grow Your Advisory Firm — Just a New Approach to Your Existing Process
- How Businesses (and Advisers) Can Budget for AI Use When the Bill Keeps Changing
- Is It Ever Smart to Ditch All Stocks in Retirement?
- Fleeing Florida? The 4 Best 'Half-Back' States for Disillusioned Retirees
July 23rd
- Are You Financially Secure, But You Still Don't Feel Confident? What to Do About That
- The FAFSA Quietly Got Friendlier and Stricter This Year: Will Your Family Win or Lose?
- Looking for Financial Advice, Not a Sales Spiel? Why NAPFA is the Place to Start
- Caregiver Burnout — Why Generic Advice Fails and What Works
July 22nd
- The 5 Safest Fidelity Funds to Own in a Volatile Market
- Estate Tax vs Inheritance Tax: Who Actually Pays the Bill?
- What a Delaware Statutory Trust Can Do for Your Kids That Your Will Can't
- Retirement Planning Can't Just Be About Numbers: These Risks Demand a Broader and Stronger Strategy
- This Is Why Investing Feels Easier — and Harder — Than Ever
- 5 Sleeper Blue-Chip Stock Picks for Steady Long-Term Gains
- 10 Things to Know About Scammers
July 21st
- Should You Go All In on an S&P 500 ETF for Retirement Savings?
- I'm a Financial Adviser: This Is the Retirement Tax Assumption That Could Cost You
- Loyalty Points and a Widow's Interaction with Customer Service: What Happens When a Company Forgets the Human Behind the Account
- When Traditional Portfolios Fall Short for Business Owners Post-Liquidity, Dividend Growth Strategies Can Hit the Mark: Here's Why
- How to Invest in the Modern Space Race
- Can You Spot These 5 Common IRS Audit Red Flags?
- How to Use the Dividend Barbell Rule in Retirement With ETFs
July 20th
- Make Your Dream Retirement Abroad a Reality
- 4 Ways to Navigate the Unpredictable Pressures of a 30-Year Retirement, Courtesy of a Financial Planner
- I'm a Financial Planner and an Only Child: Here's How to Navigate Your Parents' Older Years Solo (and Why I'd Recommend a Postnup)
- The New Rules for Today's Corporate Meetings: Tight Times Require a Shift to Prioritizing Impact Over Extravagance
- We Gave AI Chatbots 5 Financial Challenges. Here's How They Did
- Beyond AI: Why Our Top Dividend Stocks Remain Reliable Picks
July 19th
- 5 Little-Known Senior Tax Deductions in 2026
- Why Investing Style Matters for This Fidelity Fund
- I Have a Sizable Roth IRA. Do I Still Need a 529 for My Grandkids' College?
- 8 Expenses That Quietly Disappear After Retirement
- These Are the Most Critical Moves to Make in the 5 to 10 Years Before You Hang Up Your Hat
- 5 Scams Targeting Retirees Now — and the Easiest Ways to Stay Safe
July 18th
- Tech Stocks Are the Fuel for This Top Dividend Fund
- My First $1 Million: Government Lawyer, 68, Henrico, Virginia
- What the 2032 Social Security Shortfall Will Cost Retirees in Every State
- How to Keep a Family Reunion Going for Decades, According to a Family That's Done It for Over 40 Years
- Quiz: Do You Know Your Family Reunion Personality?
- After 30 Years Writing About Retirement, I'm Still Not Prepared for My Own
- An Expert Guide to Your Financial Priorities Decade-by-Decade: What to Focus on in Your 30s, 40s, 50s and 60s
- The Secret to Life, Liberty and the Pursuit of Happiness? It Isn't Money. A Financial Planner's Take on the American Dream
- If AI Is Doing More of the Work, What Are You Paying Your Financial Adviser For?
- Quiz: What’s Your Stealth Wealth Personality?
- I Saved Money on a Grocery Surprise Bag: Here's Why I Won’t Buy Another One
July 17th
- Where to Stay for the World Cup Final Near MetLife Stadium
- Got $2.5 Million Saved for Retirement? Here Are the Huge RMDs You Must Take at 73, 75, 80 and 85
- The AI Investment Nobody Is Talking About? The Infrastructure That Powers It
- Summer Doesn't Mean Fun for Gen Z: 3 Reasons Young People are Filled With Financial Anxiety — and How to Help
- How to Strengthen Your Charitable Impact and Legacy Amid the Great Wealth Transfer
- Ask the Tax Editor, July 17: Higher Health Insurance Premiums
July 16th
- Is Your Current Home Your Forever Home? Find Out With This Quiz
- The Best Ways to Invest Your Super Catch-Up Contributions
- Navigating the Shift in Digital Wealth Management
- State Capital Gains Tax Rates for 2026: How Much Investors Pay This Year
- How to Leave a Legacy to Your Loved Ones — and Keep Probate Out of It
- Market Volatility Tests More Than Just Portfolios — It Tests Soon-to-Be Retirees' Nerves: Are You Passing?
- Revenue Sharing Is Great for Financial Pros — For You, Not So Much. How Can You Avoid This Sneaky Sales Incentive?
- The Best Hedged ETFs for Lower-Risk Investors and Retirees
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
- Ask the Tax Editor, July 10: Late Refunds and Calling the IRS
- Take These Steps to Tame Your Taxes In Retirement
- 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
- 5 Reasons You Should Claim Social Security at 70 (And 5 Reasons to Claim It Earlier)
- Ask the Tax Editor, July 3: Tax Questions for Investors
- 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