A business-as-usual approach to taxes in the first year of retirement can lead to silly trip-ups that erode your nest egg.

ChatGPT can help you learn financial concepts, but it lacks critical thinking. So you should take its retirement advice to a human financial advisor, rather than relying on it alone.

Year-end is an ideal time to assess capital gains, harvest tax losses if appropriate, and help ensure your estimated payments ...

Financial planners help people make better retirement decisions, but through their years of experience, they often see the same mistakes play out over and over again. While working with a certified ...

As a certified financial planner practitioner who happens to be in the Generation X era, there are some unique variables that can create concern for people born between 1965 and 1980. Known as the ...

When it comes to their finances, Gen X would do a few things differently if they had the chance at a do over. And they are cautioning the younger generation not to make the same mistakes. That's ...

Compare how advisors and accountants differ in services, credentials and fees so you can choose the right expert for your financial needs Written By Written by Staff Money Writer, WSJ | Buy Side Molly ...

UNIONDALE, NY / ACCESS Newswire / January 6, 2026 / Marquis Who's Who honorsShawn Martin Perkins , CFP®, AWMA®, for his leadership and innovation in the financial services industry. Mr. Perkins is the ...