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Some of these states, however, may not be tax-friendly for retirees.

Life after work is much more complicated now than the industry assumes it to be, says former HelloWallet founder Matt Fellowes.

Mac McMillan is president and chief strategy officer of CynergisTek, a cybersecurity consultancy and service firm.

Clients under 35 are the only age group with a negative savings rate. These tools can help them prepare.

Hitendra R. Patil is the author of "Rise of the AIccountants — The What, Why, and How of Artificial Intelligence Exclusively for Accountants," as well as "Accountaneur" and "The Definitive Success Guide to Client Accounting Services."

The impartial conduct standards have boosted clients’ chances, a longtime arbitrator says.

The analytics provider claims to serve more than 2,000 clients, including 92% of the top asset managers.

Outperformance helps the sin industries be profitable, the Journal of Portfolio Management authors found.

McGinnis is vice president of national sales for The Word & Brown General Agency.