Feature Archive | March 2025

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March 31st
- Are You a Retirement Millionaire Who Is Too Scared to Spend?
- Bigger Social Security Checks Are Arriving in April
- Seven Questions to Ask When Evaluating Personal Loan Options
March 30th
- April RMD? Five Tax Strategies to Manage Your 2025 Income
- Return to Your Home Country to Retire: Repatriation Retirement
- How Much Does Being Rich Matter in Retirement?
- The Three Biggest Fears Keeping Retirees Up at Night
- What Can a Donor-Advised Fund Do for You? (A Lot)
- Estate Planning When You Have International Assets
March 29th
- Microsoft Stock: Innovation Spurs Its 100,000% Return
- 6 Great Vacation Ideas for Wheelchair Users
- 5 Gorgeous Lake Houses for Sale Around the US
- Should You Start a Business in Retirement? Here's What You Need to Know
- Three Essential Estate Planning Steps to Protect Your Nest Egg
- Is Chasing the American Dream Ruining Your Financial Life?
March 28th
- Ask the Editor: Reader Questions, March 28 — Tax Returns
- Retiring With a Pension? Four Things to Know
- How to Teach Your Kids About the Tax Facts of Life
March 27th
- Aging Well: 10 Things You Should Know
- What Would $1.46M In Savings Do For Your Retirement Lifestyle?
- Revocable Living Trusts: The Good, the Bad and the Ugly
- How to Plan for Retirement When Your Child Has Special Needs
March 26th
- IRS Layoffs Spark Delays, Doubt This Tax Season
- States with the Highest Income Tax Rates for Retirees
- Seven Common Tax Preparation Mistakes (and How to Avoid Them)
- What Retirees Need to Know About Taxes
- My Husband Is Terrible With Money. I Worry He'll Quickly Spend Our $1.3 Million Nest Egg. How can I Ever Retire?
- Roth Conversion in a Down Market: Is it Right For You?
- Tax Advantages of Oil and Gas Investments: What You Need to Know
- Charitable Contributions: Five Frequently Asked Questions
- Financial Leverage, Part Two: Don't Say We Didn't Warn You
- Taxes in Retirement: What ESOP Participants Need to Know
March 25th
- IRA Rules at a Glance: Contribution Limits, Income Limits and Rollover Options
- What Is a Medallion Stamp? The Requirement for Transferring Securities
- How Dividend Reinvestments Work for Retirement
- Would You Benefit From Investing in Cryptocurrency?
- Why Company Stock May Be Riskier Than Employees Realize
- Can You Be Fired for Going to Work When You're Contagious?
March 24th
- ABLE Account: A Savings Tool to Empower People With Disabilities
- 401(k) Spousal Consent: Lawmakers Reintroduce Legislation
- How to Manage Money Like a Millionaire (Even If You’re Not One Yet)
- Social Security Fairness Act: Five Financial Planning Issues to Revisit
- Social Security Warning: Five Missteps Too Many Women Make
- To Buck the Third-Generation Curse, Focus on the Family Story
March 23rd
- Walmart's Transformative Ways Spark a 100,000% Stock Return
- What to Expect in the Rest of This Year's Housing Market
- 20 Ways to Clean Up Your Finances This Spring
- How Roth Accounts Can Ease Your Tax Burden in Retirement
- Are You a High Earner But Still Broke? Five Fixes for That
- Tax Diversification: Smart Ways to Help Preserve Your Nest Egg
March 22nd
- Relentless Leadership Drives Oracle Stock's 100,000% Return
- Planning Summer Travel? Use These Strategies
- Want to Live Longer? Here's What Works
- My First $1 Million: Writer, 59, New England
- How to Thrive in Retirement: Balancing the Tradeoffs
- Kick the IRS to the Curb in Retirement
- How to Stop Scammers Targeting Your Retirement Savings
March 21st
- Annuity Fees: Are You Paying Too Much?
- Ask the Editor: Reader Questions, March 21 — Tax Deductions
- This Surprisingly Versatile Account Should Be in Your Retirement Plan
- 4 Homes for Sale With Basketball Courts for March Madness
- Choosing a Trustee? These Six Tips Can Help You Pick Wisely
- Five Things That Are Spiking Your Insurance Premium
- Is Your Cryptocurrency Safe? How to Shield Digital Assets
- How Savvy Is Your Financial Adviser? Three Ways to Find Out
March 20th
- Are Bonds a Good Investment for the Trump Era?
- Graduating From College? Six Smart Financial Steps to Start Taking Now
- IRA Conversion to Roth: Rules to Convert an IRA or 401(k) to a Roth IRA
- 2026 Social Security COLA March Projection Dips After Inflation Slows
March 19th
- The Best REITs to Buy
- The SSA Has Rolled Back Some Changes to the Application Process and Extended the Timeline: Here's What You Need to Know
- The Free-Lunch Strategy to Reduce Risk From Tech Stocks
- Maximizing Retirement: Seven Types of Tax-Free Income in 2025
- Three Ways to Set Up Your Finances for Success This Year
- Retirement Savings on Track? How Much You Should Have by 55 and 60
- Why More Retirees Are Taking on Tenants
March 18th
- How to Survive Market Mayhem
- Will Your State End Tax on Tips This Year?
- The Power of Compound Interest: How to Turn Small Investments Into Big Wealth
- Create a Family Dynasty for Lasting Security
- Should You Age in Place or Move?
- Alternative Investments Under Trump: What You Need to Know
- Beware of TV/Billboard Personal Injury Law Firms: Here's Why
- How Small Businesses Can Clear the Economic Hurdles Ahead
- How Financial Advisers Can Build Retiring Clients' Confidence
March 17th
- The Best Tax Prep Software for Every Tax Situation in 2025
March 16th
- Nvidia Stock's Been Growing for Years. Just Look At Its 100,000% Return
- The 'Concerning Trends' in Retirement Now
- 10 Tax Topics Every Retiree Should Know About
March 15th
- It's No Surprise That Berkshire Hathaway's in the 100,000% Return Club
- 4 Turnaround Stocks to Consider – and 2 More to Keep an Eye On
- Retire in Italy for Culture and Beauty
- Markets Are Down: Here's How Your Estate Can Benefit
- Facing a Layoff? Ask Your Employer These Questions Now
March 14th
- Options for Retirement in Portugal
- Do You Need a Measles Booster? You Might Be Surprised
- I Thought St. Patrick’s Day Was the Best Time to Visit Ireland — Then I Went in May
- Have $1M+ Saved? Consider a Financial Planning One-Stop Shop
March 13th
- Tax-Deductible Home Improvements for Retirement in 2025
- How Emerging Technologies May Influence the Future of Capital Markets
- Is 2025 a Bad Year To Retire With the Stock Market in the Dumps?
- Living Solely on Portfolio Income in Retirement: Can it Be Done?
- Five Ways to Safeguard Your Portfolio in Market Downturns
March 12th
- Don’t Make These Five Mistakes on Your Tax Return
- Four Roth IRA Pitfalls Your Adviser May Not Tell You About
- Walmart Plus vs Amazon Prime: How the Shopping Memberships Stack Up
- This Underused IRA Option Offers Tax Benefits and Income Security
March 11th
- Retirement Savings on Track? How Much You Should Have by 50 and 55
- Should You Sell Tesla Stock as Elon Unrest Grows?
- These Four Books Explore How to Leverage Our Outrage Positively
March 10th
- 5 of Warren Buffett's Best Investments
March 9th
- You Don’t Want to Retire in Portugal: Here Are Three Tax Reasons Why
- Home Depot's Winning Ways Fueled Its 100,000% Return
- The Average Social Security Check for Retirees in Every State
- Financial Pitfalls to Avoid in Your 30s, 40s and 50s
March 8th
- Apple's 100,000% Return Is a Result of Innovation, Brand Loyalty and Buybacks
- Has This Unconventional Growth Fund Lost Its Mojo?
- Listed: Three Homes to Buy in Hawaii
- Where to Retire: Living in Brazil Is More Than Carnival, Coffee and Copacabana
- Retiring Without Heirs: Four Options For Your Estate
- Five Key Retirement Challenges (and How to Face Them Head On)
- Four Action Items for Federal Employees With $2M+ Saved
- How to Help Accelerate Support for Women's Equality
March 7th
- Why Insurance Can Be a Financial Lifesaver
- Time to Hang up the Car Keys? When Older Drivers Need to Stop
- How You Can Lose Your Medicare Benefits
- How Tariffs Could Impact Affluent Retirees
- How to Help Shield Your Retirement From Inflation
March 6th
- Reasons to Consider Taking Another Look at Gold
- Six Steps to Simplify Your Estate for Your Heirs
- Three Actions to Protect Wealth Transfer Amid Tax Uncertainty
- Business Owners: How to Calculate Your Wealth Gap in Five Minutes
March 5th
- Why Abolishing Florida Property Taxes is Problematic
- Risk vs Reward Strategies for Investing in Cryptocurrency
- Six Signs Your Budget or Financial Plan Isn't Working for You
- The 'Die With Zero' Rule of Retirement
- 10 Ways to Refine Your Financial Plan for a More Secure Future
- The Most Important Number for a Business Owner Considering a Sale
March 4th
- The Social Security Fairness Act and Your Taxes: Are You Prepared?
- Should You Retire Now or Work Five More Years?
- Digital Tools for Underbanked Populations
- We Tried Money Pickle: Here’s What to Know About the Financial Adviser Matching Service
- Dividing an Estate? Five Ways to Create Transparency
- College Grads: This Is What Hiring Managers Are Thinking (But Won't Admit)
March 3rd
- The Average Monthly Social Security Check: February 2025
- 3 ETFs for the Trump Presidency
- With High Yields, Do Treasury Bonds Belong in Your Retirement Portfolio?
- Planning for Healthcare Costs: How Financial Advisers Can Guide Their Clients
- How Financial Advisers Can Share Their Clients' Good Words
March 2nd
- Retirement Income Tax and the IRS: What Retirees Need to Know for 2025
- Adobe Stock's Path to a 100,000% Return Is Impressive
- Retire in Thailand Where 'The White Lotus' Was Filmed
- High-Net-Worth Individuals and Estate Planning Under Trump
- Preparing for an Inheritance: Don't Let Your Blessing Become a Curse
- How to Invest Like the Rich (and Pay Zero Taxes on Gains)
March 1st
- Dealmaking Drives HEICO Stock's 100,000% Return
- Caregiving Is a Stealth Retirement Expense for Women: I Should Know
- Listed: Three Homes for Retiring in Portland, Maine
- The Golden Window: A Top Tax Strategy for the Right Retirees
- Roth or Traditional? Seven Considerations for High Earners
- The Social Security Fairness Act: Good News for Retirees?
- Exceptional Returns With Hybrid Investing