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Michael Lieberman is a partner at Advisors Capital Management, a wealth management firm based out of New Jersey.

Roccy DeFrancesco, JD, is co-founder of the Asset Protection Society. He can be contacted at roccy@assetprotectionsociety.org.

John Heck is a senior adviser of lending solutions at Capacity.

Ted Meissner is CEO of Ledgex, a multi-asset class portfolio accounting solution built by investment office professionals.

Crystal Cooper Mathis is the director of marketing and communications at SignatureFD

A deep dive into all the critical questions, strategies and tax planning moves for clients and their university-bound children.

Davis Bell is CEO of Canopy, a provider of cloud-based tax practice management software.

Kent Ivanoff is CEO of VisitPay.

Decisions we make during financial crises alter as retirement nears — and not always for the better.

Steady inflows showcase the buy-and-hold ethos of the typical Vanguard investor — financial advisors and wealth managers, an expert says.