Five tax moves a financial planner makes with millennial clients, from withholding checks to HSAs and Roth decisions. Plan ...

Disciplined savers may need to learn how to confidently use the wealth they've accumulated. Here's how you can maximize your ...

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Forbes contributors publish independent expert analyses and insights. Many people confuse tax preparation with proactive tax planning, but these are distinct services. Tax preparation involves ...

A Northwestern Mutual advisor shares five tax planning moves he regularly recommends to Gen X clients, from HSA strategy to year-end giving.