As deadlines loom, firms juggle tax-driven client work with retreats, reflection and recalibrating the business for 2026.

Self-directed individual retirement accounts (SDIRAs) are traditional or Roth IRAs with expanded investment options.

The term “financial advisor” isn’t regulated, so it’s important to be careful about who you take advice from. While credentials can be a good starting point for choosing a financial advisor, it’s just ...