Features Archive | October 2026

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October 31st
- 2 Sectors, 4 Stocks to Buy This November
- My First $1 Million: Retired Banking VP, 70, Bexley, Ohio
- Declared Dead by Social Security? How a Mistaken Record Freezes Your Life — and How to Fix It
- Is a Roth Conversion Worth It? Why Timing Is Everything
- Is $2 Million Enough to Retire at 65? Maybe… But Here's What Really Matters
October 30th
- 5 Patrick Stewart Quotes Retirees Can Live By
- 5 ETFs to Buy for Rising Interest Rates
- Buying Your Own Health Insurance? Bronze and Catastrophic Plans Now Open the Door to HSAs
- Going Independent: 3 Common Pitfalls for Financial Advisers Starting Their Own RIA Firm
- The Cost of Dying: Burial and Cremation Prices by State
- Ask the Tax Editor, October 30: Questions on Reverse Mortgages, 529 Plans and More
- How Gen Xers Are Rethinking Retirement (and How Advisers Can Help Them)
October 29th
- When Is the Right Time to Give Notice That You're Retiring?
- Sick of Being a Landlord? 3 Things to Know Before Ditching It for Triple Net Lease Investing
- That $1,000 Deposit in a Trump Account Won't Matter if You Botch the Age 18 Exit
October 28th
- 4 Financial Mistakes That Can Haunt Your Wallet
- When Is Using Your Car for a Side Hustle Actually Worth It?
- The AI Boom Has a Warning System. Here's What It's Saying Now
- 10 Things You Should Know About Advertised Drugs
- 10 Red Flags High-Net-Worth Retirees Should Watch for in a Financial Adviser
- The Inherited IRA Time Bomb: 5 Things Every Beneficiary Needs to Do Before December 31
October 27th
- The Best and Worst Presidents for Inflation
- Your Insurance Defense Attorney May Have a Giant Conflict of Interest with You
- Can I Deduct This? A Quick Tax Quiz
- CDARS: A Tool for Diversifying Your Savings
- How Much Tax You Pay on an Inherited IRA: 4 Rules That Matter
- Where Indexed Universal Life Fits in a High Earner's Retirement Plan
- Should You Invest Your Emergency Fund?
- Is Student Loan Forgiveness Taxable in 2026? What the End of the Federal Tax Break Means for You
- Where's the Best Place to Store $50k Now?
October 26th
- 6 common tax mistakes for investors to avoid
- The 7 Financial Decisions Worth Revisiting for 2027
- 8 ways to potentially lower your taxes
- Debunking 7 Social Security retirement myths
- Establishing a cash reserve: How much should you have?
- Anthropic IPO: Should You Buy ANT Stock?
- 7 Reasons You Shouldn't Ignore Roth 401(k)s, From a Retirement Consultant Who Did — and Regrets It
- 4%, 5%, 6%: How Much Spending Is Right for Your Retirement?
- At 29, I Have $270K in Individual Stocks. Is It Time to Switch to Index Funds?
- The Spain You Visit Isn't the Spain You'll Budget for if You Move There
October 25th
- 5 Ways to Test Whether Your Roth Conversion Can Wait Until You Retire
- The Boots Rule of Retirement Tax Planning
- Why 'I'll Just Self-Fund Long-Term Care' Is the Most Expensive Sentence in Retirement Planning
- Retire in 2027 or Work One More Year? How to Decide
- 6 Ways the Drawdown Phase Catches New Retirees By Surprise
October 24th
- My First $1 Million: Plumber, 56, Cincinnati
- 5 Halloween Jump Scares Hiding in Your Retirement Account
- You Can Now Get Airbnb Perks With Amex: Here's How It Works
- Finfluencer or Financial Expert? 7 Ways to Tell Before You Invest
- Should You Move to South Carolina or Just Vacation Here? What I've Learned After 20 Years as a Local (and Financial Adviser)
- Could Trying to Dodge Probate Accidentally Dismantle Your Estate Plan? Yes. Yes, It Could
October 23rd
- How Much Do You Know About Stock Market Seasonality? Take Our Quiz to Find Out
- 9 Changes Coming to Social Security in 2027
- Memories Over Money: What a Spontaneous World Cup Trip Taught Me About True Wealth
- How Much International Exposure (If Any) Should Your ETF Portfolio Have?
- Don't Leave Your Family Guessing: Why You Need to Talk Openly About Life Insurance
October 22nd
- 5 Stocks to Avoid as Interest Rates Rise This Fall
- 3 Changes to Treasury Direct You Need to Know
- Why Avoiding Capital Gains Can Sometimes Cost You More
- Should You Guarantee Your Retirement Income or Pay As You Go? 3 Questions to Ask
- What US Investors Need to Know Before Buying Property in Portugal
- A Split Congress Could Spell Big Stock Gains Into 2027
- 9 Questions to Ask a Potential Financial Adviser (and the Answers You Should Get)
October 21st
- Stolen SSN? A New Law Promises Faster Help From Social Security
- How a Pocket Thermal Camera Can Cut Your Winter Energy Bill
- Moving for Lower Taxes in Retirement? 5 Ways the Taxman Can Trip You Up
- Inheriting Money? 7 Ways to Make Sure Your Windfall Doesn't Vanish
- Structuring Annuity Laddering Strategies for Volatile Markets
- Are You California Dreaming About Retirement? What to Consider About Spending Your Golden Years in the Golden State
October 20th
- The Pros and Cons of Investing in an IPO (Plus, How to Do It)
- Take the Celebrity Estate Planning Quiz: Are You Sting, Shaq or Elton?
- How to Manage the 4 Risks Hiding Inside Every AI-Heavy Portfolio
- 5 Little-Known Retirement Tax 'Gotchas'
- The Hidden Costs of Covered-Call ETFs
- Why a $5 Million+ Portfolio Changes Your Entire Estate Plan
- Want to Build Total Financial Strength? Start by Improving Your Mental Core
- Hey, Job-Hoppers: Chasing the Next Best Thing Could Be the Fastest Way to Fall Behind (and End Up Divorced)
October 19th
- What To Do If, Like Kelly Clarkson, You Have a Bad Time At a Store
- The 3-and-10 Rule: How Social Security Replacement Card Limits Work
- 5 Questions to Stop Your News Feed From Managing Your Money
- Should a Couple in Their 60s Buy a $15K Hybrid Life Insurance Policy?
- Finances Need a Steer? 5 Ways AI Can Take the Wheel
- Age 60 to 63? Here’s How to Max Out the 'Super Catch-Up' 401(k) Before 2026 Ends
- Young Americans Think the System's Stacked Against Them: A Retirement Account Can Prove It Still Works
October 18th
- Tech Stocks Hold This Baron Emerging Markets Fund Back
- 3 Niche Strategies to Delay or Defer Taxes on Your RMDs, Courtesy of a Financial Planner
- A Dividend Strategy Shines for This Top iShares ETF
- Doing Everything Right in Retirement Is Not the Same as Doing the Right Things: Why Your Hobbies Aren't Enough
- 4 Winter Weather Getaways You Won't Need a Passport for
- Why Your Retirement 'Magic Number' May Be the Wrong Target
October 17th
- 5 International Destinations That Cost Less Than a New iPhone
- My First $1 Million: Graphic Designer, 63, Avon Lake, Ohio
- Tax Strategies for 4 Different Types of Real Estate Investors — Which One Are You?
- How to Build a 'Launch Fund' for Your Kids or Grandkids
- Long-Term Care Is the Black Cloud Looming Over Retirement Planning: Here's How to Prepare for the Potential Storm
October 16th
- This Network of Financial Professionals Has a Superpower: Financial Advice for Everyone, Not Just the Wealthy
- Your Next Growth Opportunity as a Financial Adviser May Already Be a Client
- Ask the Tax Editor, October 16: Questions on Deducting Business Mileage and More
- The Psychological Benefit of Guaranteed Income: Spending Money Stress-Free in Retirement
- How Proactive Tax Planning Can Protect Your Client's Retirement Income
October 15th
- If You're Nearly 65, You Need to Know How to Avoid These 5 Common Medicare Mistakes
- Should You Spend $80,000 on a Pool Just So the Grandkids Will Visit?
- What to Make of the Bond Market Rout
- You Really Need to Do This Before You Act on What the Chatbot Told You
- What the Midterms Mean for Your Stock Portfolio
- Rather Than a Shortcut to Wealth, Chasing Hot Stocks Can Short-Circuit It: Focus on These 3 Keys Instead
- How to Use CDs Now: Short-Term vs Jumbo vs No-Penalty
October 14th
- 2027 Social Security COLA is 3.6%: What You Need to Know
- A 7-Point Retirement Checklist for People Retiring With a Pension
- How to Pick Dividend ETFs and Bond ETFs for Retirement Income
- Want to Leave a Lifetime Monthly Paycheck to Your Child or Grandchild? Here's How
- When the Biggest Social Security Check Is Not the Best Choice
- Senate Bill Proposes Unlimited Roth IRA Rollovers From Excess 529 Funds
- This Is the Secret to Retirement Confidence (Hint: It's Not About Your Net Worth)
October 13th
- When Buying Major Appliances, You Need a Local Pro in Your Corner: Here's What They Can Do for You
- How to Shield Your Assets From Long-Term Care Costs Before the 5-Year Medicaid Clock Runs Out
- How Modern Businesses Can Scale Faster Through Strategic Partnerships
October 12th
- They Retired With $10 Million. Should They Still Invest Aggressively?
- Are You Considering Rebalancing Your Portfolio for a Good Reason or Just Reacting to Headlines?
- How to Build Your Children's Money Muscles Before Their Big Inheritance: A Financial Road Map for Every Age
October 11th
- Stop Treating Your RMD Like It's a Chore: The Smartest Way to Handle It This Year
- 7 Steps to Fact-Check AI's Retirement Advice Before You Make a Costly Move
- Older Homeowners Are Cutting Their Property Tax Bills by Volunteering
- What It Means for Retirees Now That Rate Hikes Are Back
- I Thought About Retiring Abroad. Here’s Why I Decided to Age in Place Instead
- Too Many Women Leave Themselves Out of Their Own Retirement Plan: Here's How We Fix That
- Mom and Dad Just Celebrated Their 95th Birthdays: What Happens to Your Financial Plan if You Hit Yours?
October 10th
- My First $1 Million: Mechanical Engineer, 69, Los Angeles
- What to Do With a $100,000 Inheritance to Set Up Your Future
- These 4 Steps Can Help You Sidestep the Medicare Enrollment Trap That Catches Many Working Retirees
- How to Invest for Higher Rates
- 6 Estate Planning Documents to Stop Putting Off
- As the Ultra-Rich Build Mega-IRAs, Is It Time to Reposition Large Growth Assets?
October 9th
- Stop Overpaying on Vacation: The Secrets to Eating Well Without Getting Gouged
- Is Real Estate Investing Still a Safe Bet? 4 Traditional Benefits and Where They Stand Today
- How to Maximize a Late-in-Life Inheritance for a 'Second Retirement'
- A Financial Adviser's Guide to Using Debt to Improve Your Finances
- Is Your Adviser Qualified to Handle Your ESOP? Mistakes Can Cost You Thousands
- Ask the Tax Editor, October 9: Questions on Estate Taxes
- While the AI Boom Fuels the Economy, Big Tech's Massive Debt Spree Pushes Bond Yields Higher: What That Means
- Using Annuities as a Healthcare Expense Buffer in Late Retirement
- Stop Betting on Prediction Markets: The Odds Are Stacked Against You
- The S&P 500 Is More Concentrated Than You Think. These ETFs Spread Your Risk
October 8th
- Types of Retirement Income the IRS Doesn't Tax
- These 2026 State Ballot Measures Could Affect Your Taxes
- A Big Savings Account Won't Guarantee You'll Feel OK in Retirement, But Doing This Could
- Choosing Hospice Isn't Giving Up — It's Time to Bust the Myths
- If You're Self-Employed, Your Deductions Could Sink Your Mortgage Application — Here's How to Avoid That
October 7th
- Medicare Part D Premiums Are Set to Hold Steady in 2027 Even After Subsidy Cuts
- These 5 Wealth Transfer Mistakes Can Wipe Out Everything You Worked a Lifetime to Build
- These 2 Strategies Can Help Smart Retirees Win at Tax Planning
- 6 Safe Mutual Funds to Own in an Uncertain Market
- What to Do When You Receive a Large Check (And How to Deposit It Safely)
- Mortgage Rates Are Rising: What Homeowners Should Do Now
- Have $100,000 in Cash? Here's How Much an 18-Month Jumbo CD Will Earn You
- Tips to Get Ahead in the Job Market
- Why 'Permanent' Is the Most Dangerous Word in Estate Planning: A Financial Planner's Take
- Love Your Kids But Fear For Their Finances? You Need a Spendthrift Trust
- AI Is Coming for Your Job — Or Is It? 5 Ways to Make Yourself Harder to Replace
- How Changes in Drug Price Policy Affect Your Wallet and Part D Plan
October 6th
- How Well Do You Know Medicare Part D? Take Our Quiz to Test Your IQ
- Your Retirement Scorecard: The 5 Key Points You Need for a Winning Retirement
- Losing Your Job in Your 50s or 60s Can Derail Everything: Here's How to Safeguard Your Retirement Plan
- Is That "Free" iPhone 18 Pro Costing You Hundreds of Extra Dollars?
- Inherited $1 Million in the Great Wealth Transfer? Here's What to Do First
- 5 Steps to Prevent an Inheritance From Fracturing Your Family
- Why Buying a Home Warranty Could Leave You Feeling Burned (and What to Do Instead)
October 5th
- Who Qualifies for the New $90 Medicare Part B Rebate?
- Rethinking Your IPO Strategy: Why Patient Investors Can Win by Waiting Out Hot IPOs
- Can a 64-Year-Old Retire on $1.6 Million and 'Shaky' Social Security?
- How Property Reserves Work in a Delaware Statutory Trust (DST)
- If You're a Teacher With 2 Retirement Plans, Here's How to Use Both
October 4th
- The Early Inheritance Trap: Why a $100K Gift Can Backfire (and How to Fix It)
- Houston, We Have a Strategy: How to Treat Your Retirement Plan Like It's a (Space) Mission
- How to Give Money to Your Kids Without Setting Them Up for Failure
- Wills vs Trusts: How to Decide What's Right for Your Family
- Will Your Stock Portfolio Wreck Your Legacy? Check Your Estate Plan for These Instructions
October 3rd
- My First $1 Million: Truck Driver, 60, Jordan, Minnesota
- How Playing Dead Can Maximize Your Investment Returns (Seriously)
- Would You Rather Retire in Naples, FL, or Palm Springs, CA?
- Ready to Retire? Ask Your Spouse These 3 Questions First
- 5 Ways to Supercharge Your Retirement Savings While You're Still Working
- How to Use (and Not to Use) AI for Financial Advice and Investing
October 2nd
- Inherited a Check? Here's What to Do with It Next
- From 'My Adviser Is Great' to a Great Story: This Is How Advisers Can Turn Value Into Referrals
- Fixed Annuity Payouts Are Spiking: Is it Time to Lock In?
- Ask the Tax Editor, October 2: Questions for Tax Preparers
- Human Capital: The Major Asset (and Invisible Risk) in Your Client's Investment Portfolio
- Are Your Client's Retirement Income Withdrawals Out of Whack? How to Help Them Get the Sequence Right
- Kiplinger Conversations: How to Talk Inheritance With Your Kids
October 1st
- What's Happening in the Bond Market Right Now (And Should You Adjust Your Portfolio?)
- What Investors Should Weigh as We Head Into the Fourth Quarter: An Investment Adviser’s Review of Q3
- What's Your Investing Style?
- Is 'Buy and Hold' Really the Best Investing Strategy? What You Lose From Missing the Market's 30 Best (and Worst) Days
- How Your Wealth Can Do Good While You Do Well
- AI Is a Supply Chain Rather Than an Industry: Here's Why
- Can You Live on $10,000 a Month in Retirement?
- Why Healthcare Belongs in Every Financial Plan