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Elliott Hultgren is the chief information officer for the City of Fishers, Indiana.

In addition to investment strategies, there's another lever advisors can pull for better outcomes.

For a retired military service man, delaying his Social Security would mean he's not subject to the earnings test that can reduce his check by $1 for every $2 he earns over the current threshold of $17,040.

The firm will now directly link to Acorns, following its roughly $30 million investment in the microinvesting app.

Anupam Sahai is vice president of product management at Cavirin Systems, a provider of continuous security assessment and remediation for hybrid clouds, containers and data centers. Most recently he was CEO of Aegify and held senior positions at HP and Microsoft.

Ignoring lessons from past income-boosting strategies can lead to disastrous results.

"Real diversity and inclusion is when we achieve gender parity and adequate representation of ethnic backgrounds," says Monica Giuseffi, principal of financial advisor inclusion and diversity at the firm.

The rep used an unauthorized ATM card he secretly created to swipe $120 from a customer's bank account, FINRA claimed.

They will incorporate trade data from as far back as 2014.