Feature Archive | January 2025

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January 31st
- Where to Retire: Living in Panama Offers Stability and Charm
- The Outlook for Home and Auto Insurance in 2025
- If Not Long-Term Care Insurance, Then What?
- What to Consider Before You Invest in Alternatives
- Three Key Questions for Small-Business Owners in 2025
- How Does Car Insurance Work for Ride-Sharing Drivers?
January 30th
- Trump’s Tariff Tiff With Colombia on Hold, But Is It a Sign of What’s to Come?
- Sophisticated Planning With Flexible Irrevocable Trusts
- How to Stop Ageism From Tanking Your Retirement
- Financial Stocks Should Pay Off in 2025
- Post-Disaster Financial Planning: How to Protect Your Assets
- Post-Chevron DOGE: Is This the End of Federal Regulation?
January 29th
- Navigating 1099s: A Guide to All 22 IRS Tax Forms to Know
- Five States With the Largest EITC Checks
- Is 2025 the Year Workers Will Return to the Office?
- Why I'm Not Chasing Airline Status This Year
- Listed: Live Your Snowbird Life Year-Round in These Three Homes
- How to Slash Kiddie Taxes on Your Child's UTMA Account
- Your Family Money Values Matter: How to Get on the Same Page
January 28th
- Social Security Fairness Act Retroactive Payments and 2025 Increases Are Delayed
- 12 Great Places to Retire in the Midwest
- What Are the Investment Opportunities and Threats in 2025?
- How Much Fun Is Too Much Fun When You're in the Office?
January 27th
- Trump's Tariffs on Canada and Mexico to Spike Food, Gas Prices
- This T. Rowe Price Bond Fund Holds Up Well as Interest Rates Change
- Ease the Tax Bite When You Tap Retirement Accounts
- Should You Retire at 62? Five Tips to Know You're Ready
- On Medicare and Need Telehealth? You Have Three More Months to Use These Services
- 10 Cheapest Small Towns to Live In
- You've Saved for Retirement: Now You Need a Safe Income Plan
- The Four Key Pillars of Wealth Management of the Future
- Common Types of Financial Fraud
- How New 529 Plan Rules Can Help with Retirement Planning
January 26th
- Downsize in Retirement With 2025 Tax Benefits: Three Key Strategies
- Wills Gone Wild: How to Avoid Estate Planning Disasters
- Five Steps to Answer Your Million-Dollar Retirement Question
- How to Use DSTs and 1031 Exchanges for Diversification
- Tax Season 2025 Is Here: Key IRS Changes to Know Before You File
January 25th
- Shipping Costs at the Post Office Just Went Up
- The 4% Rule Doesn't Mean You Won't Go Broke in Retirement
- Market Volatility: Creating an Adaptable Retirement Plan
January 24th
- Get Adviser Angle
- IRS Direct File 2025 Offers A New Way to File Taxes for Free
- Eight Goals to Jump-Start Your Financial Success in 2025
- The 80% Rule of Retirement: Should This Rule be Retired?
- How Gen X Could Reinvent Retirement
- Secure Your Retirement Paycheck: The Power of Three Buckets
- Five Reasons You Might Hate Your Insurance Company (and Why You Shouldn't)
January 23rd
- How to Hire a Retirement Coach — And Why You Might Need One
- Annuity Payouts: How Much Can You Get Each Month?
- How to Get Your Kids into Investing: A Family Project to Try
January 22nd
- Four Ways to Invest in Quantum Computing
- Why the 10-Year U.S. Treasury Yield Is So Important Right Now
- Listed: Two Dream Houses to Retire in Puerto Rico
- Risk On, Risk Off: The Mr. Miyagi Approach to Retirement Planning
- Opportunities and Challenges When You Inherit an IRA
January 21st
- New Hampshire Mobile Home and Condo Property Taxes Inexplicably Triple
- Best Cold Weather Places to Retire
- Getting Divorced? Beware of Hidden Tax Traps as You Divide Assets
- All-You-Can-Eat Buffets: Can You Get Kicked Out for Eating Too Much?
January 20th
- 5 Tips for Investing in the Trump Presidency
- Where to Retire: Living in Portugal as a US Retiree
- A Social Security Storm Is Gathering: Here's Your Safety Plan
- What a Second Trump Term Means for Investing in Water Safety
January 19th
- Elements of a Financial Snapshot for High-Net-Worth Individuals
- Why Digitizing Your Tax Records Can Simplify Your Filing in 2025
- 2025 Stocks Forecast: What Stock Pros Expect This Year
- How to Avoid These 10 Retirement Planning Mistakes
- Before the Next Time Markets Sink, Do Your Lifeboat Drills
January 18th
- What Are Passive Income Strategies and How Can I Use Them in 2025?
- Will You Owe Taxes on Your Recently Forgiven Student Loan?
- What's Worth Your Time in Retirement?
- This Late-in-Life Roth Conversion Opportunity Spares Your Heirs
- Women, What Is Your Net Worth?
January 17th
- 15 Reasons You'll Regret an RV in Retirement
- Can You Get a Mortgage In Retirement? And Should You?
- Converting Retirement Savings to a Roth IRA? Don't Do This
- What Is Your 'Enough Is Enough' Number for Retirement?
- California Wildfires and Insurance: Looking for Help
January 16th
- Five Signs It's Time to Retire in 2025
- California's Home Insurance Crisis: Rising Risks, Soaring Costs and Limited Options
- The Fine Print: What Trump Isn’t Telling You About His 2025 Tax Plans
- Seven Tips to Land Your First Client as a Financial Adviser or Entrepreneur
- Asset Protection for Affluent Retirees in 2025
- The Tax Stakes for 2025: Planning for All Possibilities
- A Strategic Way to Address the Tax-Deferred Disconnect
January 15th
- Where to Go for a Post-Holiday Travel Break
- Will Corporate America Put Bitcoin on Its Balance Sheets?
- How Would Raising the Social Security Retirement Age to 69 Affect You?
- Generational Wealth Plans Aren't Just for Rich People
- To Insure or Not to Insure: Is Life Insurance Necessary?
January 14th
- How Another Trump Presidency Will Impact the Stock Market in 2025
- How To Manage Retirement Savings When Living Abroad
- Irrevocable Trusts: So Many Options to Lower Taxes and Protect Assets
January 13th
- How to Organize Your Financial Life (and Paperwork)
- Financial Confidence? It's Just Good Planning, Boomers Say
January 12th
- Average Cost of Health Care by Age
- Will You Be Able to Afford Your Dream Retirement?
- Three Steps to Simplify Paying Your Taxes in Retirement
- Not Ready to File Taxes? Eight Things to Do Now to Prepare
January 11th
- The IRS is Pursuing Partnerships and Their Owners
- Should You Add an Annuity to Your Retirement Portfolio in 2025?
- More SECURE 2.0 Retirement Enhancements Kick in This Year
- Saving for Your Emergency Fund: As Easy as 1-3-6
January 10th
- Manage Your Home and Finances With These Essential Tech Tools
- What Is a Certified Pre-Owned Car? Everything You Need to Know
- How to Find a Lost 401(k)
- Late to the Retirement Savings Party? Five Tips for 2025
- Watch Out for the ‘Medigap Trap’
- The Wrong Money Question to Ask After Trump's Election
- An Investing Plan for This Year: Doing Less Can Lead to More
- All About Six Types of Auto Insurance Coverage
January 9th
- The Cheapest Places To Retire in the US
- The Best Bank ETFs to Buy
- Should You Use Add-On CDs?
- Social Security and Medicare Funding: Is the Sky Falling?
- What We Need to Do to Protect Retirees' Financial Security
January 8th
- Why You Should Check Your College's Financial Health
- New to Financial Advising? Nine Key Ways to Build Trust With Your Clients
- Financial Planning: Sisters Should Be Doin' It for Themselves
January 7th
- Gold Investments Continue to Shine
- Seven Ways Retirees Can Crush Holiday Debt in the New Year
- Why Small Business in 2025 Should Have You Excited
- Is Money Messing Up Your Family's Life?
- Do You Know the Power of Whole Life Insurance in Retirement?
January 6th
- Costco's 2025 New Year Wellness Event: Save with Exclusive Membership Deals
- Five New Year's Investment Resolutions
- 7 Estate Planning Best Practices
- The Pros and Cons of Investing in Private Debt
- 5 Key Components of an Estate Plan — and 7 Others to Consider
- 10 Ways Retirees Can Manage Income Distribution
January 5th
- 5 Ways the Second Trump Term Could Affect Your Finances
- Inherited an IRA? Avoid These Common Mistakes That Can Cost You
- Gifting Earlier Rather Than Later Can Reap Big Tax Benefits
- New Social Security Tax Reforms Change Benefits in Two States
January 4th
- 10 Predictions for 2025 from The Kiplinger Letter
- The Seven Key Milestone Ages in Retirement
- Problems with Medicare Advantage Plans Keep Mounting
- A Frugal Saver's Guide to Spotting Investment Costs
January 3rd
- Are Democrats or Republicans Better for My Insurance Premiums?
January 2nd
- State Tax Changes for 2025: Key Reforms and What They Mean for Your Finances
- Four Financial Steps That Can Help the Sandwich Generation Cope
January 1st
- Will 2025 Be a Good Year to Sell Your House?
- Investing Moves to Make at the Start of the Year
- Where to Retire 2025: Puerto Rico
- Retire Early in 2026: Is This the Year You Take the Leap?
- Three Easy But High-Impact Moves for Retirees
- Who Should Be the Trustee of My Real Estate Portfolio?