The Latest

Dan McKinney is co-founder and chief marketing officer at Finxact.

Kevin Dowd is a professor of finance and economics at Durham University in the United Kingdom and an adjunct scholar at the Cato Institute.

Jonathan Swanburg, CFP, is an investment advisor representative with Tri-Star Advisors in Houston. He leads their Guided Wealth Management service focused on serving young professionals and their families.

Clients ready to quit the workforce in advance need to understand the impact of doing so on their Social Security benefits, Michael Kitces writes.

The agency will allow some Texas residents to file certain individual and business tax returns and make some tax payments as late as Jan. 31.

Not tapping tax-deferred retirement accounts until the age of 70 1/2 can be a wrong move, as required minimum distributions can be big enough to push retirees to a higher tax bracket.

Art Sarno is product marketing manager for Kofax.

The one-time radio host allegedly spent client funds on a $1.45 million on a luxury suite at AT&T stadium, where the Dallas Cowboys play.

The independent firm was founded by two former Merrill Lynch advisors in 2012.

Jay Sarzen is a senior analyst with Aite Group’s P&C Insurance practice. He brings to Aite Group over 15 years of experience delivering strategic advice to a wide variety of clients, primarily in financial services. Since coming to Aite Group, Mr. Sarzen has focused his efforts on understanding innovation along the P&C insurance value chain by examining topics such as how new entrants are disrupting traditional distribution channels and how technology is altering underwriting and claims operations.

Prior to joining the firm, Mr. Sarzen identified strategic growth opportunities for major insurance carriers, such as The Hartford and MassMutual, and for major financial services providers, such as State Street, through traditional strategic frameworks such as market analysis, competitive analysis, and value chain analysis. Prior to these roles, he honed his strategy skill set as a management consultant in BearingPoint’s Strategy, Process, & Transformation practice and served clients in industries that include software, chemicals, retail, consumer packaged goods, and financial services.