Features Archive | August 2026

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August 31st
- Are You Really on Your Best Investing Behavior? Take Our Quiz
- Stocks and Bonds Alone Can No Longer Diversify Your Portfolio — But This Is What's Coming to the Rescue
- Tax Breaks for Victims of Hurricanes, Wildfires and Other Disasters
- When Will Bonds Be Loved? What the Longest Bond Bear Market in History Can Teach Investors (Another Lesson From the School of Rock)
- 529 Plans and College Savings: 4 Urgent Questions
- AI Can Build a Budget, But Does It Know the Person Behind It? Why Your Financial Plan Will Benefit From the Human Touch
August 30th
- Why Pre-Planning Your Funeral Is the Ultimate Final Gift to Your Family
- Social Security Benefits Can Plummet When a Spouse Dies: This Is How Annuities Can Help Plug the Income Gap
- Beating Inflation: How to Protect Your Long-Term Returns
- The Real Cost of Retiring in Florida: Insider Tips for Newcomers From a Wealth Adviser Who Lives There
- How to Save for Retirement Amid Social Security Uncertainty: Strategies for Millennials and Gen Z
August 29th
- My First $1 Million: Realtor, 70, Boston
- Are You Ready to Start Spending in Retirement? 5 Questions for New Retirees
- A Financial Checklist for Your 70s
- Want to Retire to a Low-Tax State? Relocating Could Actually Cost You More Than You'd Save: What to Consider
- The 3 Retirement Traps That Derail Successful Executives
- CD Rates Are Rising. Should You Move Your Savings?
- Did You Get Rich Quick? These 4 Steps Can Help You Stay That Way
August 28th
- Grandparents by Design: 5 Upgrades for Unforgettable Visits
- Will AI Pay Dividends for Your Firm? To Find Out, Budget for the Whole Iceberg, Not Just the Tip
- Is Your Financial Professional Recommending the Right Solution for You — or the Most Profitable One for Them? Red Flags to Know
- Ask the Tax Editor, August 28: Are More Tax Changes Coming From Congress?
- Retiring With an ESOP? Missing This Crucial Planning Window Will Cost You
August 27th
- Do You Know Why a Roth Conversion Isn't Right for Everybody? Test Your Knowledge With This Quiz
- Is It Time to Rethink the Bond Allocation in Your Portfolio?
- States With No Income Tax Ranked By Homeowner Costs
- 8 Estate Planning Secrets You Can Borrow from the Ultra-Wealthy
- The Great Wealth Transfer Isn't Just for Wealthy Americans: How Will You Handle Your Share?
- A Parent's Playbook for Raising Financially Fit Kids
August 26th
- Why a Roth Conversion Is Wrong for Most People But Often Right for Pension Holders
- 'What I Wish I’d Known at 45': Retirees' Best Financial Advice
- The Opportunity Zone 2.0 Nomination Guide Is Officially Out: This Is What Investors Need to Know Now
- Why an Unreliable Power Grid Is Changing the Case for Solar
- What to Do Financially After a Death in the Family: The Decisions That Matter Most (and What Can Wait While You Grieve)
- Strong Tax Strategies Deal With the Next Few Decades, Not the Next Deadlines
- Taking Out a Private Student Loan Before the Fall Tuition Bill Deadline? 5 Essential Steps Before You Sign
August 25th
- Will a Divorce Paperwork Error Cost Your Retirement Savings? Take the Quiz
- SaaSmageddon Survivors: 5 Top Software Stocks to Buy
- Investing in a Retirement Account Doesn't Mean You Have a Financial Plan
- This Single Retirement Mistake Could Drain Your Savings, Warns Expert Farnoosh Torabi
- What Happens With Taxes When You Inherit a House
- Charitable Donations Relieve Hardship in the Moment, But This Is How Your Family's Foundation Can Make a Lasting Impact
- Pediatrician With 3 Decades of Experience Explores What the Pandemic Taught Us About Kids and COVID
August 24th
- The 5 Biggest Myths in Estate Planning and the Strategies to Follow Instead
- Late-Start Retirement Catch-Up: Is $1K a Month Enough to Build a Secure Nest Egg?
- 10 Things You Should Know About Tapping Home Equity
- The Homebuyers Who Can't Wait: How to Navigate a Difficult Market
- Americans Are Saving Hard for Retirement, So Why Do So Many Tap 401(k)s in an Emergency? The Answer Isn't Poor Discipline
- Does Your Teen Think Money Grows on Trees? 4 Ways to Gently Set Them Straight as College Starts
August 23rd
- Dog People vs Cat People: Who Has a Better Retirement?
- Does Your State Tax Retirement Income? Take Our Quiz
- 10 'Treasures' Your Adult Children Don't Want You to Pass Down
- The Social Security Number Most Couples Never Calculate (and Should)
- These 10 Cities Have the Safest Drivers — And It Could Be Saving You Money
- Now Is the Best Time to Make These 6 Financial Moves (You'll Thank Yourself in December)
- How to Break the 'Just One Small Purchase' Cycle: Here's Your Practical Guide to Mindful Spending
August 22nd
- My First $1 Million: Engineering Consultant, 58, Durham, NC
- The Retirement Move That's Quietly Taxing Your Social Security to the Max (and How Early Roth Conversions Can Help)
- How Friends Can Buy a Vacation Home Together for the Long Haul
- Your Big IRA Could Become a Big Tax Problem for You, Your Spouse and Your Heirs
- How to Coordinate Claiming Social Security With Your Tax Bracket
- The Biggest Obstacle to Happiness Isn't a Poorly Performing Portfolio — It's a Barrier You Haven't Even Noticed
August 21st
- Why Waiting to Claim Your Online Social Security Account Is a Major Security Risk
- Your Employer May Match Your Child's Trump Account: Here's How to Ask
- Is a Poorly Performing Family Office Eroding Your Family Fortune? You Won't Know if You Refuse to Measure Its Returns
- Ask the Tax Editor, August 21: Tax Help for Disaster Victims
- The Hidden Costs Inside a 'Zero-Fee' IRA
- How Advisers Can Strengthen Their Client Relationships: These Small Changes Can Have a Powerful Impact
- Advisers: This Outdated Retirement Rule Actually Un-Diversifies Your Clients
- In Our World of AI, This Is How Advisers Can Help the 'Confidently Wrong' Client
August 20th
- More of Us Are Using AI for Financial Advice: Here's Where I'd Draw the Line
- Which Trust Type Saves Your Kids The Most Money?
- The 1031 Exchange 45-Day Trap: How to Avoid Mistakes When You're Racing the Clock
- Trump Accounts Can Give Kids a Head Start in Life, But the Government's $1,000 Contribution Isn't Why
- These Are the Key Ingredients for a Successful Move to Europe (Being Super Rich Isn't One of Them)
August 19th
- Why High-Earning Women Are Retiring With 21% Less Money Than Men — and How You Can Close the Gap
- 6 New Ideas to Generate More Retirement Income
- The Biggest Tax Opportunities for Retirees Under the OBBBA — and How to Make the Most of Them
- We Can't Weld Our Way Out of an AI Employment Crisis
August 18th
- The Medicare Travel Readiness Quiz: What’s Covered at Home and Abroad?
- This Tax-Smart Approach Turns Your Capital Gains Into Charitable Gains: How It Works
- The '401(k)-Rich and Cash-Poor' Retirement Trap
- Worried Your Estate Plan Will Unravel When One of You Passes Away? Why a QTIP Trust Can Give Married Couples Peace of Mind
- How to Spot a Bad Landlord Before You Hand Over Your Hard-Earned Money
August 17th
- Thinking About Moving Near the Grandkids? Ask Yourself These 3 Questions First
- For 3 Years, Markets Have Soared Ever Closer to the Sun: Is It Time to Protect Your Gains Before Their Wings Melt?
- Should You Upsize When College Tuition and Retirement Collide?
- Kiplinger Business Costs Special Report 2026
- Today's 'Safe' Returns May Not Be Enough to Secure Your Retirement: Here's Why, According to a Financial Pro
- 3 Reasons Capital One Venture Rewards Card Is a Top Travel Card Pick
- 6 Timeless Money Lessons That Prove the Best Financial Advice Often Isn't the Newest
August 16th
- The 5 Pillars of a Fulfilling Retirement (and They Don't Include Savings, Healthcare Costs or Social Security)
- Hitting Your Retirement Number Is Not Your Cue to Retire: You Still Have This Question to Answer
- Cash Flow vs Income: Why Retirees Need to Know the Difference
- When Is a 1031 Exchange Not the Right Move? A Real Estate Investing Pro Offers a Reality Check for Your Next Exit
August 15th
- My First $1 Million: Retired Oil Industry 'Gofer,' 73, Oklahoma
- Thrive in Your First Year of Retirement
- Why 65 Is the Most Dangerous Number in Your Retirement Plan
- Priced Out of the U.S. Housing Market? Some Buyers Are Finding Their First Home Abroad
- 529 Plans Beat Trump Accounts for College Savings, But It Makes Sense to Have Both: Here's Why
- 7 Grocery Shopping Habits That Are Costing You Money
- Want to Ship Your Car to Europe? This Relocation Expert Explains What's Practical
August 14th
- Stop Waiting for the Perfect Moment to Invest: There Isn't One
- The Financial Lessons Every Parent Should Teach Their College-Bound Kid
- Ask the Tax Editor, August 14: Tax Breaks for Vehicles
- Your Employees Are Winging AI at Work: Here's What They Actually Need
August 13th
- 5 Surprising Ways Aging in Place Can Save You Thousands in Retirement
- The Disinheritance Quiz: 10 Questions to Protect Your Final Wishes
- 5 Unexpected Costs of Aging in Place — Even With No Mortgage
- 4 Essential Estate Planning Documents for Your Family's Peace of Mind
- The Silent 401(k) Drain Costing Thousands in Retirement Growth
- How to Coordinate Your Retirement Withdrawals to Save on Taxes
- Hackers Are Looking for Easy Access to Your Retirement Savings: Your Email and Cellphone Could Give It to Them
August 12th
- A Dash Cam Could Be Your Best Defense on the Road (And Save Your Insurance Costs)
- 5 Milestone Ages in Retirement Planning: Do You Know Why They Matter? Take Our Quiz
- 5 Rules for Portfolio Planning When You're 45
- 13 Things to Know About How Your Pension Affects Your Taxes in Retirement
- A California Court Just Upheld Higher Insurance Rates for Single Drivers. Could Other States Follow?
- Inherited an Annuity? Here Are 2 Smart Ways to Manage the Tax Hit, Courtesy of an Annuity Pro
- 5 Common Money Mistakes Many People Still Make: And How You Can Avoid Them
August 11th
- I'm a Wealth Adviser: This Strategy Is the Lowest-Hanging Fruit in Charitable Giving
- 3 Reasons Fidelity is Kiplinger Readers' Favorite Full-Service Broker
- Understand Prediction Markets Before They Come For You
- 5 Standard Bills Retirees Can Pay Upfront for Instant, Sacrifice-Free Savings
- How to Pull Off a $1.2 Million Roth Conversion While Earning $140K
- Back-to-School Planning for Special Needs Families: What ABLE Accounts Can Do to Help
- How the Billable Hour Can Break Even a Strong Moral Compass: This Marriage Is at Risk of Becoming Collateral Damage to Firm Profits
August 10th
- What You Need to Know About Long-Term Care Before You Need It
- Is a 60/40 Portfolio Too Aggressive When You're in Your Seventies?
- How Do You Step Away From Your Real Estate Empire Without Facing a Giant Tax Bill?
- Worried About an AI Bubble? 5 Ways to Ensure Your Portfolio is Prepared — Whether It Bursts or Not
August 9th
- The $100-a-Day Retirement: How Far Your Money Really Goes in 2026’s Best Value Destinations
- My Wife Was Laid Off at Age 64: Here Are 5 Questions We're Asking
- Why We Think NASA’s Budget Is Huge (When It’s Really Tiny)
- Will Taxes Deplete Your Estate? 6 Ways to Keep More of Your Assets in the Family
- How to Read an IPO Prospectus
- 4 Practical Ways to Prepare Your Children for Their Inheritance
- As a Financial Adviser, I've Spent 30 Years Helping Clients Make Tough Choices for Aging Loved Ones. Now It's My Family's Turn — and This Is What I've Learned
August 8th
- My First $1 Million: Entertainment Manager, 58, New York State
- Retirement Milestone Ages Most People Miss (And What to Do About Each One)
- Beyond 1776: Four Alternate Road Trips to Celebrate 'America 250' With the Family
- Why River Cruises Are Winning Over Travelers Who Don’t Like Cruises
- 10 Cheapest Places to Live in Ohio
- Your Flawless Estate Plan Might Be Setting Your Kids Up for Conflict: What to Do
- Turning Everyday Spending into Free Flights, Hotel Rooms and More
August 7th
- Achieving Financial Independence Isn't a Solo Sport: Here's Why You Need a Team to Build Wealth
- 3 Signs Medicare Advantage Might Be the Wrong Choice for You
- Ask the Tax Editor, August 7: Is It a Hobby or a Business?
- Nearing Retirement and Done Being a Landlord? Here Are All of Your 1031 Options
- How to Pick the Right ETF for Your Financial Goals
- Your Minority-Owned Business Is Flourishing, So Why Are Buyers Walking Away From a Sale? A Corporate Attorney Explains
- AI Can Create a Retirement Planning Sweet Spot for Clients and Financial Professionals: Here's Where to Find It
August 6th
- I'm a Financial Adviser Who's About to Have a Kid: This Is How I'll Handle Trump Accounts
- Homeowners: Don't Skip This Protection
- Think You Need $1 Million to Retire? 6 Reasons a 'Modest' Nest Egg Is Plenty
- You're Offered a Lump Sum Instead of a Monthly Pension: Should You Take It?
- The September 15 Tax Conversation You Should Be Having Right Now
August 5th
- Don't Lock in a Long-Term CD Yet: The Moves to Make Instead
- Should You Rent or Sell Your Home When You Relocate? How to Decide
- Lump Sum vs Monthly Pension Checks: 3 Questions To Ask Before Making a Permanent Mistake
- How Your Inheritance Actually Gets Taxed: From Stepped-Up Basis to IRA Rules
- How to Pick Your Next Remodeling Project as Renovations Boom
- Want a Goldilocks Investing Strategy? These ETFs Offer Market Participation That's Not Too Hot, Not Too Cold
- The Saver to Spender Quiz: Enjoy the Life You Earned
- In Defense of Actively Managed Funds
- 5 Top ETFs to Build Wealth Over the Long Term
- Are Digital Payments Making You Spend Too Much, Too Fast? These Simple 'Speed Bumps' Will Help You Slow Your Roll
August 4th
- The Pre-IPO Smartphone Company That Deloitte Ranked #1 in North America — and Retail Investors Can Still Buy at $0.52
- Stressed About Rising Prices? Find Some Comfort With an Emergency Fund
- 4 Household Expenses You Should Never Pre-Pay in Retirement
- Why a Down Market is the Best Time for a Roth IRA Conversion
- Are Your Secrets Safe With a Law Firm's Receptionist? All About Attorney-Client Privilege (Though Kenny Is Clearly in Big Trouble)
- The Sweet Spot for Dividend Stocks
- I Help Professionals Buy Their Own Businesses: This Is the $1.1 Million Mistake I See All the Time
- 5 Tips to Help You Prepare Your Portfolio for Midterm Elections
August 3rd
- Rethinking Retirement Income Risks in a Lower-Yield World
- The ART of Managing Retirement Income Risk
- You've Planned for Retirement, But Are You Prepared to Actually Live in Retirement?
- What if the Next Market Pullback Is Lengthy? A Contingency Plan Is Prudent
- Can You Actually Get Paid to Care for an Aging Parent?
- After Decades of Investing, Your Biggest Winner May Now Be Your Biggest Risk
August 2nd
- The 7 RMD Tax Traps Waiting for You in Your 70s — and How to Start Disarming Them in Your 60s
- The 40-Year Retirement Rule: How to Prepare Your Taxes for a Longer Life
- How You Can Use AI to Decode Confusing Medical Bills: A Step-by-Step Guide
- Getting a Mortgage in Retirement Is Way Harder Than It Should Be: Here's How to Navigate the Process
August 1st
- My First $1 Million: Senior Manager, 52, Southeast Michigan
- 6 Financial Moves for a Happy Marriage in Retirement
- Retirement Can Scare You No Matter How Confident You Are: This Is How to Tame the Beast
- The 'Serena Williams Rule': When 'Retirement' is Too Big a Word
- The 60/40 Portfolio Had Its Run: Here's Where I Keep My Money Now (and It's Not Bonds), From an Investing Pro