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By applying these tactics to their practices, planners can improve their finances, while also helping clients improve theirs, according to columnist John J. Bowen Jr.

Trevor Legwinski is SearchSpring's chief strategy officer.

Zev Eigen is global director of data analytics at Littler Mendelson.

Shawn Ryan is vice president, digital-as-a-service, at Axway.

His move is also something of a reunion, as Steward Partners CEO Jim Gold once served as his manager at Smith Barney.

High-earning seniors are advised to carefully plan when they file for Social Security benefits.

Simonsen is a senior litigation paralegal in the Seyfarth Shaw LLP’s Labor & Employment, Workplace Safety and Health (OSHA/MSHA), Environmental Compliance, Enforcement & Permitting, and Commercial Litigation Practice Groups.

Terry J. Jorde is senior executive vice president and chief of staff of the Independent Community Bankers of America.

Massey is an associate in the Labor & Employment department of Seyfarth Shaw LLP.