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If tax rates go up in the future (such as when provisions in the TCJA sunset), that could lead to a bigger tax hit, depending on the types of accounts you have.

Artificial intelligence can’t think, counsel and strategize like a financial adviser, but that doesn’t mean there’s no place for it in financial planning.

Consider ‘timely investing’ vs. ‘time in the market’: Your retirement priorities dictate how you invest, rather than investment returns dictating priorities.

Indexed insurance policies and REIT preferred stock are options that focus on defense but still score financial points even if the markets are down.

People who don’t need Social Security benefits could opt out of receiving them in exchange for not being forced to take required minimum distributions.