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Kimberly Lanham is senior vice president at Mphasis Digital Risk

Mukarram Mawjood is founder and chief investment officer of Bullionite Asset Group, where he helps clients build retirement wealth through self-directed IRAs and alternative assets like real estate, precious metals and crypto.

Portfolio managers from Fidelity, Columbia Threadneedle and JPMorgan said the case for dividend investing remains strong, even if it receives less emphasis than other strategies these days.

Corbb O'Connor is the director of accessibility advocacy at Level Access.

Mary Lundstedt, Esq., is a founding partner at Hall Lundstedt LLC, tax attorneys with an emphasis on tax mitigation in the areas of tax controversy, resolution and advisory.

Wayne Watkinson is a senior attorney with Offit Kurman, specializing in mortgage licensing and compliance

Clients have many reasons for not divulging details on the assets they have at, including embarrassment. Advisors say it's still important to understand their total financial picture and, above all, not be judgmental.