Edition
Trellis Money
Retirement money, benefits, and legal — explained plainly.
Estate & Legacy
Arkansas Couple Reached $1 Million Net Worth Over 12 Years
Kiplinger — Retirement (blog/trade publication); https://www.kiplinger.com/personal-finance/my-first-million-63-mental-health-professional-arkansas. No authoritative government or major nonprofit body covers this item.
July 25, 2026
Investing
What to Know Before Buying Individual Bonds Instead of Bond Funds
Kiplinger — Retirement (blog/trade publication): https://www.kiplinger.com/investing/bonds/should-you-buy-individual-bonds. No authoritative government or major nonprofit body covers this item; all claims are attributed to the specialists quoted in the article.
July 25, 2026
Estate & Legacy
More Adults Near Retirement Are Supporting Grown Children at Home
Kiplinger (blog/trade), with unemployment and underemployment data from the Federal Reserve Bank of New York and survey data from AARP. Source URL: https://www.kiplinger.com/retirement/retirement-planning/how-the-ai-entry-level-freeze-is-delaying-retirement
July 25, 2026
Taxes
How IRA Withdrawals and RMDs Can Raise Your Tax Bill in Retirement
Kiplinger — Taxes (Adviser Intel contributor article): https://www.kiplinger.com/taxes/tax-planning/how-to-avoid-overpaying-taxes-in-retirement. Underlying rules on Social Security taxation thresholds and RMD requirements are established by the Internal Revenue Service (IRS).
July 25, 2026
Estate & Legacy
Research Links Retirement to Measurable Cognitive Decline in Some Adults
The underlying research is from a 2025 systematic review in *Health Psychology Review*. This story was reported by Kiplinger (https://www.kiplinger.com/retirement/happy-retirement/how-retirement-puts-your-cognitive-ability-at-risk), authored by a participant in Kiplinger's Adviser Intel program. No government or major-nonprofit authoritative body was identified as a primary source for this item.
July 25, 2026
Estate & Legacy
How to Pass Down Wealth Without Reducing Heirs' Ambition
Kiplinger (Adviser Intel contributor article); no government or major-nonprofit primary source covers this topic. URL: https://www.kiplinger.com/retirement/inheritance/how-to-transfer-wealth-without-destroying-heirs-ambition
July 25, 2026