Features

How to be the Chief Vision Officer of Your Advisory Practice

The key is to transition from a tactical "doer" to a strategic "chief vision officer" by building the teams, processes and brand so your practice can grow.

By Ben Sullivan, CFA®, CFP®

How to Plan a (Successful) Family Reunion

From shaping the guest list to building the budget, here's how to design a successful and memorable family reunion.

By Emma Patch

These Unloved Energy Stocks Are a Bargain

Cleaned-up balance sheets and generous dividends make these dirt-cheap energy shares worth a look.

By David Milstead

You've Heard It Before, But This Investment Advice Still Pays Off

"Time in the market beats timing the market" ¬— been there, done that, right? But don't write off the underlying advice. There's a reason it's a popular saying.

By Andrew Rosen, CFP®, CEP

How Advisers Can Respond When Clients Ask About Crypto in 401(k)s

Advisers need to establish clear frameworks to address client interest, navigate risks like volatility, and ensure they meet their fiduciary responsibilities.

By Ben Sullivan, CFA®, CFP®

3 Niche Oil and Gas Investments for Next-Gen Wealth Builders

Lesser-known segments of the oil and gas sector present unique opportunities for next-gen investors and family offices, as long as they're vetted thoroughly.

By Jay R. Young

How to save for college and retirement at the same time

Advertiser Content Ameriprise Financial Services, LLC

Sponsored Consider these steps to balance two of life’s most significant financial goals.

By Ameriprise Financial

8 ways to potentially lower your taxes

Advertiser Content Ameriprise Financial Services, LLC.

Consider these strategies to potentially reduce your taxes.

By Ameriprise Financial

6 common tax mistakes for investors to avoid

Advertiser Content Ameriprise Financial Services, LLC.

Sponsored Watch for these common tax mistakes to avoid for investors, to help manage the impact of taxes on your portfolio.

By Ameriprise Financial

6 Champagne Problems Successful Retirees Face

What do you do if your biggest financial threat is simply having too much of a good thing — money?

By Donna LeValley

A Portfolio Checklist If You're Planning to Retire in 2027

Sponsored by Zoe Financial

Are you planning to retire in 2027? This portfolio checklist will help put you on the right path.

By Coryanne Hicks

Standard Deduction 2025 and 2026: Amounts, Exceptions, and Who Should Itemize

Tax Breaks Most people claim the standard deduction on their federal tax return instead of itemizing deductions. How much can you claim?

By Kelley R. Taylor

How to Avoid Being Buried by the Tax Avalanche in Retirement

All that cash you have in tax-deferred accounts could launch you into a higher tax bracket when you start withdrawals. It's time to protect your income.

By Brian O. Butler, CRPC®, CPFA®, CEPA®

This Financial Pro Shares the Secret to Retirement Success

For real retirement security, forget about chasing returns and focus instead on the things you can control: income, taxes, risk-taking and decision-making.

By Adam J. Bruno, Certified Financial Fiduciary®

Is Your Retirement Based on Social Security Fact or Fiction?

One in two Americans don't know much about Social Security — and some are basing their retirement on mistaken beliefs. It's time to separate fact from fiction.

By Kelly LaVigne, J.D.

Are You Investing to Make Money or Simply to Score Points?

Have you become numb to risk? Is your brokerage app or website fueling your desire to trade? An investment adviser explains why it always pays to be cautious.

By Jared Elson, Investment Adviser

5 Investment Opportunities in 2026

Sponsored by Zoe Financial

As investors game-plan for the year ahead, these five areas of the equity markets deserve their attention.

By Kyle Woodley

Your Parents' Retirement Plan Won’t Work for You (The Stats Are In)

Five stats show how you need to rethink retirement, because "the future ain’t what it used to be."

By Jacob Schroeder

Has the New Tax Law Killed Roth Conversions for Retirees?

The OBBBA's permanent lower tax rates removed the urgency for Roth conversions. Retirees thinking of stopping or blindly continuing them should do this instead.

By Jeremy Keil, CFP®, CFA®, CKA®

Worried About Retirement? 4 Tasks to Calm Your Nerves

If you're feeling shaky about your finances as you approach retirement, here are four tasks to complete that will help you focus and steady your nerves.

By Rodney Bolden

Financial Success in 2026: Who's In Your Driver's Seat?

For financial success in 2026, look beyond the numbers to identify the people who influence your decisions, then set them realistic expectations

By Pam Krueger

Want To Retire at 62? See if You Can Answer These Seven Questions

Ready to stop working at 62, but aren't sure if you can make it happen? If you answer yes to these questions, retirement may be on the horizon.

By Donna Fuscaldo

IRA, SIMPLE and SEP Rules at a Glance: Contribution Limits, Income Limits and Rollover Options for 2025 and 2026

Here are IRA contribution limits, income limits and rollover rules for Roth, traditional, SIMPLE and SEP IRAs at a glance.

By Donna LeValley

Want To Retire at 60? See if You Can Answer These 5 Questions

Forget waiting for Social Security and Medicare to kick in. You may be able to retire sooner than you think.

By Donna Fuscaldo

How to Retire at 50 or 55

Yes, you can retire at 50 or 55. Take these FIRE (Financial Independence, Retire Early) steps now.

By Jacob Schroeder

Ask the Editor: Tips for Filing Your 1040

Ask the Editor In this week's Ask the Editor Q&A, Joy Taylor answers questions on preparing and filing your 2025 Form 1040.

By Joy Taylor

The Best Tech Stocks to Buy

Tech stocks are the market's engine of growth. But what defines a tech stock? How do you find the best ones to buy? We take a look here.

By Kyle Woodley