With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.

Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.

Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.