Commentary

Let's consider 8 easy topics that get people to open up. But remember the adage 'Give to get' -- you need to share information too.

HSAs were created through legislation in 2003, making millennials the first generation to have this wealth-building tool available nearly their entire working lives.

Plan sponsors who don't read the ingredients of their service providers might just be saddled with liabilities they expected to have mitigated.

The most desirable type is a rare beast, and the most common one destroys returns.

The recharacterization door has closed, but a huge window to do Roth conversions while minimizing taxes has opened.

Face it, believers, high finance simply doesn't generate the highs it once did.

If brokers were given a few minutes alone with policymakers, here's what they would talk about.

It's highly unlikely you would make any of these mistakes. Still, sometimes we need a gentle reminder.