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Henry Lee, Ph.D., is a senior risk and financial intelligence consultant at the SAS Institute.

Aaron Bridgers is a senior vice president and the head of risk testing optimization at Regions Bank.

Financial planners should at least consider modeling early retirement to prepare clients for the possibility of uncertainty, says Morningstar.

Jagan Reddy is senior vice president of RevPro at Zuora, and Shauna Watson is a managing director at Accordion.

Dan Drees is chief growth officer at AvidXchange.

Vincent Chok is founder and group CEO of Legacy Trust.

Some 225 funds traded for the first time over the past 12 months, down for a second-straight year.

"Keep records and watch the statute of limitations. The usual IRS statute of limitations is three years after you file your tax return," an expert writes.

Contributing to these accounts makes sense for clients who anticipate higher tax rates in the future.

Jimmy Nguyen is founding president of Bitcoin Association.