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Technology helps financial advisors unlock much more value by being able to switch up clients' buckets of investments at any time throughout the year.

Stephen P. Winterstein is a strategic partner of the communications firm  Flat98 Strategies & Communications LLC. He is a former chief municipal strategist and managing director of research at Wilmington Trust Investment Advisors. Stephen holds an MBA from Lehigh University and bachelor's degree in economics from Millersville University.

F. Hale Stewart Jr., JD, LL.M. is an attorney at Zerbe, Miller, Fingeret, Frank and Jadav LLP and the author of U.S. Captive Insurance Law, Captive Insurance in Plain English and the recently published Designing a Risk Financing Program.

Only 68 tipsters received money in 2023, down from 100 in the previous year.

More and more fraudsters are impersonating the IRS, so taxpayers need to know how to tell the difference, and what to do if someone tries to scam them.

The year saw both progress and problems, from glitches in the Inflation Reduction Act to a controversial new rule for advisors.

It's a complicated choice, but tax alpha and customization shouldn't play that big of a role. On the other hand, the ability to have a solid partnership should.

Issues like Medicare increases and student loan relief will impact employees' ability to plan for their financial future.