Are you as disciplined an investor as you think? Find out what's really driving your choices — and how a shift in mindset can improve your decision-making.

By Feroz Ansari, CFP®

Being disciplined at the start of your career means you won't be carrying those financial burdens forever.

By Stephen B. Dunbar III, JD, CLU

You might want to convert all of your retirement savings to a Roth in one go, but you could pay hundreds of thousands more in taxes than you'd have to.

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

Written by experts who have experience with high-stakes situations like FBI hostage crises, "Never Settle" stands out by focusing on practical exercises.

By H. Dennis Beaver, Esq.

A Medicaid asset protection trust can help ensure your protected assets go to your beneficiaries rather than your long-term care.

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

Many taxpayers were expecting higher tax refunds this year, only to find they owed money to the IRS. What was to blame — and how can you avoid it next year?

By Stacy Francis, CFP®, CDFA®, CES™

"Doing nothing" in retirement can be a relief at first. But to thrive, your brain and body need you to replace the challenges and purpose work provided.

By Richard P. Himmer, PhD

Wedding season is approaching, and as the cost of getting married soars even higher, here are four ways to ensure the big day doesn't lead to years of debt.

By Lawrence Sprung, CFP®, CEPA®

The decision to move to a different state should balance financial issues with the lifestyle you want, rather than simply choosing a low-income-tax state.

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

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®

Business trends promising success will come and go — but leaders who stick to these four tried-and-trusted principles will help their companies go the distance.

By Gayle Jennings-O'Byrne

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

With millions of people dealing with financial strain, it's long past time for schools to be teaching our students how to manage money.

By Gayle Jennings-O'Byrne

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™