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Lynn Mucenski Keck, CPA, is a tax partner at The Bonadio Group. She can be reached at lMucenski-Keck@bonadio.com. For more information, visit www.bonadio.com.

Advisors share a tax trick that allows professionals to build seven-figure retirement plans.

Clients shouldn't confuse risky, short-term assets like meme stocks and cryptocurrencies with long-term investing.

Defense cites a heart condition caused by a Brazilian parasite as a reason for lesser time.

Ashok Subramanian is founder and CEO of Centivo, a new type of health plan anchored around leading providers of value-based care.

As Chief Investment Officer of Kestra Investment Management, Kara relies on her extensive investment experience to provide independent financial professionals with the expertise and tools they need to serve their clients. Kara was most recently Chief Investment Officer and Managing Director at Goldman Sachs Personal Financial Management, where she provided advisors with a broad array of investment advice, tools, and services.

Saurabh Narain is the President and CEO of National Community Investment Fund.

14.8 million participants switch employers every year — and 33% of workers have stranded a 401(k) savings account in a former employer’s plan at least once.

The hybrid LPL enterprise is purchasing a fee-only practice as part of its first foray into a major wealth management market.

Sarah O’Sullivan is an accounting director at LeaseQuery, a purpose-built lease accounting software solution.