Features Archive | September 2026

Filter (208 articles)

Year:

Month:

September 30th
- The Benefits of a Special Needs Trust
- Social Security Payment Schedule for 2027
- Is Your Property Tax Bill Too High?
- If You're in the 2% Club, the 'Tax-Free Retirement' Myth Doesn't Apply to You
- Where's the Best Place to Store $25k Now?
- How Much Internet Speed Do You Really Need to Work From Home?
- 10 Things You Should Know About Medicare Part D Plans
- Retirement Is Like a Lake: How to Navigate the Financial Ripples of Lifetime Savings and Taxes
- Moneymaxxing Can Save You Money — But Don't Take It Too Far
- 5 Attractive Golden Visas for American Families Seeking an Escape Plan
- How to Fairly Compensate the Child Who Steps Up to Care for You
September 29th
- The Mortgage Rate Trap: 5 Ways Older Homeowners Can Break Free
- Anthropic to Seek $2 Trillion IPO Valuation
- Why Renting These 5 Big-Ticket Items Beats Buying Them in Retirement
- You Might Be Retired, But You Still Need a Paycheck — Here's How to Create One
- What Kind of Heir Are You? Take Our Quiz to Reveal Your Money Style
- How to Support Multiple Generations in Your Family Without Gutting Your Own Future
- Dr. Mark's Delusions: When Assuming Can Lead to a Self-Inflicted Nightmare
September 28th
- Should We All Be Fat Bears With Our Money?
- Why Exercise Can Pay Better Dividends Than Your Portfolio (and How to Improve Your Fitness in Retirement)
- The AI Bubble May Burst: 5 Ways Retirees Can Protect Their Portfolios
- Our Parents Lived 'Forever.' Could Long-Term Care Drain Our $3.5 Million IRA?
- 5 ETFs to Help Build Your Emergency Fund and Keep It Safe
- Why a 'Fee-Based' DST Investing Sales Pitch Is a Red Flag for Investors
- Planning for Couples Who Have a Big Age Gap
- You Fell In Love With Italy on Vacation, But Don't Move There Without Trying This First
September 27th
- Don't Wait Until You're Gone: Why Retirees Are Giving Away Wealth Early
- Should You Give While You Live Or Wait Until Death? Take Our Quiz to Decide
- Why Building a Legal 'Moat' Is the Best Defense Against Lawsuits and Creditors
- No One Wants to Ask Their Aging Parents About Their Finances, But Here's How
- Would You Take a Vacation Just to Sleep? Inside the Sleepcation Trend
- Don't Wait for a Crisis to Have These Conversations With Your Aging Parents
- What the Fed Rate Hike Means for Your Wallet Right Now — and How to Protect Your Money
- Is Your Annuity Still Competitive? Why You Need to Dust Off Your Old Contract
September 26th
- My First $1 Million: Health Insurance Executive, 54, Arizona
- How 30 Everyday Millionaires Are Splitting Their Inheritances and Discussing Money With Their Kids
- Why Invest In Index Funds When Prediction Markets Pay Big?
- I'm an Attorney: This Is Why Legal Documents Alone Won't Preserve Your Family's Wealth
- Finding Meaning in Retirement: How to Embrace a Passion Later in Life
- Are You One of the Many Retirees Who Hoard Their Savings? Here's How to Stop Underspending
- The 10 Financial Habits Every Couple Should Share
September 25th
- Lessons from Dolly Parton: How to Protect Your Estate Plan From Fights
- Ask the Tax Editor, September 25: Can I deduct GoFundMe contributions?
- The 'Horizontal' Wealth Transfer: Why Spouses, Not Kids, Are Inheriting Trillions First
- A Delaware Statutory Trust Adviser Explains DSTs (Without the Sales Pitch)
- Your 2027 Medicare Open Enrollment Guide: Essential Dates and Notices
- Even Accomplished Women Can Lack Financial Literacy: Here's What to Do About That
September 24th
- What It Means to Be Named Financial Power of Attorney (FPOA)
- 5 Stocks to Buy Before the Next AI Demand Shock Hits
- What Is Gold's True Role in Your Portfolio? An Asset Allocator's Take
- Will You Regret Early Retirement? 8 Signs You're Jumping in Too Soon
- Sitting on Housing Wealth? How to Safely Turn Home Equity Into Retirement Income
- How to Get Started Investing When Affordability Is Such an Issue
- Moving to Spain? Why Your Financial Plan Should Be Written in Pencil
September 23rd
- The Retirement Birthday Quiz: Test Your Milestone Knowledge
- Just Retired? This Could Be Your Once-in-a-Lifetime Opportunity to Lower Your Lifetime Taxes
- Grandparents' Guide to 529 Plans for College and Private School
- You Can Save Hundreds on Your Medicare Supplement Plan Premium by Shopping Around, But Your Timing Is Key
- 6 Steps to Choosing an Executor
- Whose Definition of Financial Success Are You Chasing?
September 22nd
- 5 Tips for Using Stock Screeners to Build Your Portfolio
- Trump Accounts: We Ranked All 5 ETFs Available for Kids
- How Much Does It Cost to Install Fiber Internet?
- How the IRS Values (and Audits) an Inherited Home
- Complete Transparency and a 'Heart for Service': How Fee-Only Financial Professionals Put Clients First
- Think Private Equity Is Wiping Out Independent Clinical Practices? Check the Math Before You Sell
- This Little-Known Law Turns Peace Deals Between Contractors and Customers Into Penalties
September 21st
- How to Keep an Inheritance From Tearing You and Your Siblings Apart
- Gen Z Thinks They Need $9.5 Million to Be Successful. Here's What Healthy Money Habits Actually Look Like
- 3 Unexpected Fall Getaways for a Memorable Escape
- Is It Wrong to Ask My Retired Mom for Financial Help?
- Why Your 15% Return Isn't Really 15% — and How Private Market Investments Can Help Fix That
- Treasury Yields Are Rising. Here's What That Could Mean for Your Mortgage, Car Loan and Credit Cards
- Before You Dive Into a Side Gig, Consider These Issues
September 20th
- Essential Financial To-Dos for 11 of Life's Biggest Milestones
- Sitting on Large Capital Gains? This Trust Offers a Way Out, But Few Advisers Even Mention It
- Your Diversified ETF Isn't as Diversified as You Think — and Here's the $700 Billion Reason Why
September 19th
- My First $1 Million: Retired Media Project Manager, 68, Southern Maryland
- 5 Times You Should Absolutely Not Do a Roth Conversion
- Why Leaving an Equal Inheritance to Your Children Could Backfire
- 7 Shoulder-Season Trips That Could Save You Money This Fall
- This Is the Portfolio Shift Every Pre-Retiree Should Make Before Retirement
- Patience at the Plate: 5 Investing Lessons From Baseball
September 18th
- The Inheritance Investment Quiz: Will You Grow or Blow Your Family Legacy?
- When Two Financial Lives Collide Later in Life
- Warren Buffett Steps Down as Chairman of Berkshire Hathaway
- Ask the Tax Editor, September 18: What Are Qualified Dividends?
- SBA Loan Rules Just Changed: Here's What Could Sink Your Application in 2026
- How Advisers Can Help Women Take the Reins of Their Retirement
September 17th
- Will This 'Tax' Tear Your Family Apart, Even Though Their Inheritance Is Split Equally?
- The Insurance Policies Your Executor Needs to Know About
- 7 Tax Breaks and Strategies Gen X Might Often Overlook
- The Case for Carrying a Mortgage Into Retirement
- Estate Planning Advice on Social Media Isn't All Garbage, But It Can Still Cost You Dearly
- The Global Elite Are Moving to Lisbon — Should You Join Them?
- 5 Wealth-Building Stocks to Buy With an Inheritance That Will Help Build the Next Inheritance
September 16th
- Claim Social Security Early at 62 or Wait Until 70? These Are the Trade-Offs
- Who Actually Wins the Great Wealth Transfer?
- Can Your Family Afford to Live on One Income? 7 Money Moves to Make First
- 4 Ways Women Should Plan for Retirement Differently
- Your Vacation Home's Next Chapter: Who Gets the Keys?
September 15th
- The Hidden Costs of Inheriting an Investment Portfolio
- Should You Refuel Your 60/40 Portfolio With Oil and Gas?
- 'Mom's Plans Are Going to Kill Dad': How to Stop a Panic-Driven Relocation After a Dementia-Related Diagnosis
- Is Life Insurance the Missing Piece of Your Retirement Plan? 5 Questions to Find the Right Policy
- 'Don't Dwell on the Past': A Quick Guide to Recovering From Financial Setbacks
September 14th
- Are Your Savings Accounts Ready to Be Passed On?
- Avoiding IRMAA Can Actually Cost You More in Retirement: A Financial Adviser Explains Why and What You Can Do Instead
- Shielding Your Heirs: The Expert Guide to a Tax-Free Inheritance
- Your Revocable Living Trust Won't Protect Your Assets from Long-Term Care Costs: Do This Instead
- How to Build a Financial Plan Without Drowning in Advice
September 13th
- What Happens When You Inherit a House — With Your Siblings
- The 4% Rule Can't Safely Determine Anyone's Retirement Income: Here's the Guidance You Really Need
- I'm a Retirement Editor, But My Parents' Estate Tripped Me Up with a Snake, a Gun and a Mystery Box
- Longing for a Long Life? Here's How Your Financial Strategy Can Help You Afford It
- 5 Fall Trips That Are Even Better After You Retire
- Teens Want to Invest: Here Are 7 Ways You Can Help Them Start Right
September 12th
- From Buffett to Beyoncé: What Celebrities Have Said About Inheritance
- My First $1 Million: Retired COO, 75, Northwest Arkansas
- Financial Independence Is the Off-Ramp — Retirement Is Taking It
- The Great Junk Transfer: Heirs Want Meaning, Not More Stuff
- I'm a Financial Planner: This Is How I Would Advise My Wife to Structure Her Long-Term-Care Policy Differently Than Mine
- Do You Think Your Kids Aren't Prepared to Manage Money? Here's What You Can Do
September 11th
- Decent Financial Advice is Hard to Find: Meet the Community That's Already Picked the Needles from the Haystack
- Your Employer Could Help You Achieve Your Dream of Homeownership
- Financial Stocks Are Set Up for Success. Here are 5 Funds to Consider
- Ask the Tax Editor, September 11: How Long to Keep Tax Returns
- What It Means to Postal Workers That USPS Is Relying on Employee Retirement Funds to Operate
September 10th
- 5 Little-Known Senior Property Tax Breaks in 2026
- I'm a Portfolio Manager: Silver Has Lost Its Shine — and That's Why I'm Interested
- Women Are Better Investors Than They've Been Told: Here's How You Can Use That Edge
- 5 Best ETFs to Help You Earn Passive Investment Income
- Your Beneficiaries Might Be Outdated. Here's How to Check
- Flexibility Helps This Top Fidelity Bond Fund Thrive
- Has Company Stock in Your 401(k) Soared in Value? This Little-Known IRS Rule Could Slash Your Tax Bill
- Got Your Dream Job Abroad? What to Know About Your Paycheck Before You Make the Move
- 5 Questions to Ask a Financial Adviser About an Inherited Stock Portfolio
September 9th
- Why the Navy Federal Flagship Premier Visa Signature® Credit Card Might Be Your New Favorite Travel Card
- Is the Small-Cap Stock Rally for Real This Time?
- The $3,000 IRS Rule That Can Lower Your Taxable Income
- 8 Retirement Tax Strategies Your CPA Won't Tell You
- How the Energy Crisis Is Reshaping Real Estate Investment Strategy (and Creating Opportunities Most Investors Don't See)
- How Real Families Are Handling The Great Wealth Transfer
- Tax Fact vs Myth: How Much of Your Inheritance Actually Gets Taxed?
- From Spare Change to a Lasting Legacy: Does Your Charitable Giving Need an Overhaul?
- The Great Wealth Transfer is Creating a New Generation of Family CFOs
- The $124 Trillion Great Wealth Transfer: Fact vs Fiction Quiz
- Before You Leave Your Home to Your Children, Ask These Questions
- The Most Tax-Efficient Ways to Leave Investments to Your Children
- We Asked 5,000 Americans About Inheritance and the Great Wealth Transfer. Here's What We Learned
- You Were Made a Trustee. Now What?
September 8th
- Why So Many Families Are Unprepared for the Great Wealth Transfer — and What You Can Do About it
- How to Talk to Your Adult Kids About Their Inheritance
- How to Build Your Financial Fortress Before a Siege: Why Timing Is Everything in Asset Protection
- Becoming the Free Nanny to the Grandkids? Ask Yourself These 3 Questions First
- Are Pharmaceutical Stocks Ready to Take Off? Here's What I See
- Don't Let Market Volatility Derail Your Portfolio: This Is the Key to Investing Success
- Passing the Bar, But Failing at Courtesy: Not Returning Phone Calls Is a Good Way to Run Afoul of Your State Bar
September 7th
- You Need a Shopping List For Stocks
- Now May Be a Better Time to Retire Than You Think: Here's Why
- What 4 Financial Professionals Learned On 9/11
- The 'Ultra-Low-Risk Portfolio': A Good Choice for Wary Retirees?
- Your Game Plan for Retirement: Financial Lessons From Championship Coaches
- From an HSA to Healthy Habits: A Financial Consultant's Guide to Slashing Healthcare Costs in Retirement
September 6th
- How I'm Getting My Affairs in Order As a New Retiree
- 10 Things the Top 10% of Retirees Do Differently With Their Money
- Why 'Soft Retirement' Changes Your 2026 Roth Conversion Strategy
- The Danger Zone: The 5 Years Before Retirement Can Make or Break Your Future
- This Retirement Factor Can Predict Your Longevity Better Than Your Portfolio Strategy
- Is Your Term Life Insurance Policy Expiring? 3 Paths to Consider Next
September 5th
- My First $1 Million: DoD Program Analyst, 38, California
- 6 Ways to Save on Your Next Car
- The Hardest Habit for Millionaires to Break in Retirement
- The 3 Biggest Tax Mistakes Retirees Can Make in Their 60s: One Involves Roth Conversions
- An Expert Investor Shares His Best Advice For Everyday Investors
- 3 Money Habits That Can Turn Middle-Class Earners Into Millionaires
- How to Turn Your Parents' Estate Tax Exemption Into a Capital Gains Miracle
- What Is Landmaxxing? Why Wealthy Homeowners Are Buying the House Next Door
- How Do Fees Impact Your ETF Investment Returns?
- If You're in Your 50s or Nearing Retirement, Protecting Your Well-Being Is as Important as Protecting Your Savings
September 4th
- Medicare Supplement Plan G vs Plan N: What You Pay, What You Get, and What to Consider
- How to Survive Your Kids Moving Back in as Adults
- Ask the Tax Editor, September 4: Changes to 401(k) Catch-Up Contributions and More
- When a Long-Term Care Insurance Company Drops the Ball, What Should You Do?
- True Wealth Starts With Health: How the Adviser's Role Is Expanding From Financial Gatekeeper to Life Strategist
- 4 Smart Ways to Boost Your Charitable Giving (and Reduce Taxes) as Year-End Approaches
September 3rd
- 10 US Oktoberfests: From Cheapest to Most Taxed Beer
- A Wealth Adviser's Guide to Making Your Scrapbook as Important as Your Checkbook
- The CFPB Has New Rules for You to Make Complaints
- 8 Changes Coming to Medicare in 2027
- What You Can Do if Your Social Security Contributions Fall Short
- Infographic: Takeaways From The Trillion Dollar Talk Survey
- Are You Leaving Money on the Table? A Checklist for Evaluating Job Benefits
- Not All Debt Is a Four-Letter Word: Are You Avoiding the Kind of Debt That Could Benefit You?
September 2nd
- Do You Have a 'Good' Pension? See Your State's Average
- Why Diversification Isn't as Simple as 60/40 Anymore (and What You Can Do Instead)
- Mellody Hobson Shares the No. 1 Mistake Derailing Retirement Savings
- Should You Borrow Against Your Investment Portfolio? When It Makes Sense
- Could You Handle a Sudden Windfall? Take Our Quiz
- Kiplinger: The Trillion Dollar Talk Research Report
- Financial Literacy Isn't Just About Saving — It's About Protecting What You've Earned
September 1st
- RSP vs SPY: Why These S&P 500 ETFs Have Such Different Returns Over the Past 20 Years
- What Dolly Parton Taught Us About Building Wealth That Goes Beyond Financial Success
- 6 Tips for Women Taking the Financial Lead in Retirement
- Defamation vs Protected Opinion: Jackie's Risky Magnetic Sign Courts Major Consequences
- How to Turn the Complexity of Your Equity Compensation Into Opportunity
- How to Support Local Communities With Your Fixed-Income Strategy
- Artificial Intelligence Can Make Financial Information Easier to Access, But It Can’t Replace Judgment