AI is transforming the legal profession, potentially leading to an employment crisis for law school graduates. What can they do?

By H. Dennis Beaver, Esq.

If your stock portfolio took a beating this spring, there's a little-known tax strategy that lets you defer — and potentially eliminate — capital gains taxes.

By Daniel Goodwin

Overlooking these three important, albeit boring, tasks could have disastrous consequences for the retirement savings you've worked so hard to accumulate.

By Evan T. Beach, CFP®, AWMA®

Loneliness is your biggest threat in old age, and a diminished social network is risky even if you're financially secure. Start building your connections now.

By Richard P. Himmer, PhD

Owning rental properties in retirement can be a headache. If you want to work out whether it's better to sell or keep going, here's what you need to consider.

By Evan T. Beach, CFP®, AWMA®

Good job on all that great saving. Now you need to start spending some of that hard-earned retirement savings on the things you love.

By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®

Before you confirm any estate plans, look in the mirror — your philosophy on life will inform your legacy, and that will allow a meaningful plan to unfold.

By Feroz Ansari, CFP®

Multiple accounts, inherited assets and life transitions can make finances harder to manage when you retire. Simplifying what you have is a smart move.

By Frank J. Legan

An open conversation between you and your partner about finances can help save you from the biggest argument couples have: money.

By Tony Drake, CFP®, Investment Advisor Representative

Managing a concentrated stock position is a complex puzzle involving diversification, liquidity, cost, tax and risk. Here are five ways to solve it.

By Evan T. Beach, CFP®, AWMA®

Scary headlines might prompt you to "do something" amid market volatility, but impulsive reactions are often the greatest risk to investment performance.

By Mallon FitzPatrick, CFP®, AEP®, CLU®

If you're asking, 'Am I really on the right financial track?', it's time for a deep-dive review of your finances to ensure all the pieces are working together.

By Pam Krueger

What motivates the creation of societally impactful ventures? We can find some answers in the invention of a life-saving gadget and an author's book.

By H. Dennis Beaver, Esq.

When it comes to stock, too much of a good thing is risky. Here are five ways to get out of a concentrated stock position — and the potential drawbacks of each.

By Evan T. Beach, CFP®, AWMA®

Living on one income after a divorce can be tough, particularly if you've never had to manage your money. But these steps make it possible — and liberating.

By Stacy Francis, CFP®, CDFA®, CES™

Schools are increasingly expected to teach children how to manage money, but classroom learning pales in comparison to good examples set by the family at home.

By Neale Godfrey, Financial Literacy Expert

Good communication between clients and their advisers starts with one simple question: Do you want hard truths and real analysis, or just a sounding board?

By Andrew Rosen, CFP®, CEP

Don't wait until health or burnout forces you to make succession decisions under pressure, especially if you don't plan to pass your business to a family member.

By Lawrence Sprung, CFP®, CEPA®

A millionaire couple spent 30 years building a real estate empire — and nearly handed a million dollars of it to the IRS before discovering an exit strategy.

By Daniel Goodwin

Increasing longevity means you could outlive the money you've saved for retirement. Social Security may not bridge the gap, but an income annuity could help.

By Ken Nuss

"Your Retirement Sketchbook" focuses on the hardest part of retirement planning — figuring out what your retirement life will look like.

By H. Dennis Beaver, Esq.

If you see yourself in these four Midwestern Millionaire traits, you're among America's best savers. You're also most likely one of its most reluctant spenders.

By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®

Sports betting feels like entertainment, but for some, it's leading to debt, addiction and even a direct backlash toward athletes.

By Lawrence Sprung, CFP®, CEPA®

The cost of delaying estate planning is far greater than the time it takes to get the ball rolling. The remedy is easier (and takes less time) than you think.

By H. Dennis Beaver, Esq.

If retirement is the ultimate goal, why is it harder than we imagined? Regarding it as a game to keep playing, instead of a finish line, may be the answer.

By Richard P. Himmer, PhD

Completing these five essential tasks right away can protect your family and their inheritance from potential high taxes and the probate process.

By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®