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Roch Monnig, CFP, is a wealth advisor at Burney Wealth Management, one of the first registered investment advisor firms in Virginia, which encompasses a range of services including financial planning, investment management, tax planning, estate planning and retirement planning.

Monnig earned his bachelor's degree from the University of Tennessee, Knoxville in 2016 and became a certified financial planner in 2018.

Some companies are misrepresenting when food and wellness expenses can be paid for by FSAs, HSAs and other health spending plans.

President Joe Biden proposed tax increases on the wealthy and large corporations, along with some new tax credits, in his State of the Union address on Thursday night.

One of the largest independent wealth management firms faces a big potential SEC judgment in a case that sheds light on industry revenue-sharing practices.

The wealth management giant is the latest firm seeking to give investors access to private vehicles that have generally outperformed their public counterparts in recent years.

Arun Balakrishnan is CEO of Xceedance, a global leader in delivering insurance-focused consulting, technology, operations, and data solutions to many of the world's largest P&C insurance organizations. He has more than 15 years of experience launching and leading start-ups in the insurance sector. He is passionate about promoting innovation and transformation in the insurance industry, which he believes to be a key element of societies and economies.

Michael Turner is CEO of Validis. Validis connects auditors with accounting data. Michael has worked in the data industry for the last 5 years and previously was a Partner at Oliver Wyman.

Dennis LaTour is a product enthusiast with over 20 years of experience in the Insurance Industry. With his long-standing experience in the product management, Dennis loves working directly with the customers on projects and building long lasting relationship

Andrew Lubrano is a research principal at Gartner. As part of the controller research team in Gartner's finance practice, he works with controllers and their teams to conduct in-depth research on their pressing challenges.

Four states have no state and local sales taxes, making them the most attractive places for consumers to go shopping.