CFP Board today announced results from the inaugural Financial Planning Longitudinal Study, a decade-long, academic research ...

I have an IRA in short-term bonds of $5,000 but it has not grown at all in 14 years. What advice would you give me? Should I work with a financial planner to figure out a better solution?” (Looking ...

Therefore, a Roth IRA provides a "much longer runway for tax-free investing," said certified financial planner Thomas Scanlon ...

Molly Powers is a certified financial planner and wealth advisor at CAP Strat. She joins ABC7 ways to get the conversation started and talked about if couples should merge their finances or keep ...

The Odessa American is the leading source of local news, information, entertainment and sports for the Permian Basin.

One way to jumpstart your search for a financial adviser who specializes in retirement planning is to ask friends, family ...

Robert F. Kennedy Jr.’s recent financial disclosures show a “massive” amount of credit card debt, according to experts.

Certified financial planner, Chad Olivier, discusses financial assets being passed from one generation to the next. Welcome ...

If you’ve been wondering whether or not you need outside help to track and manage your small business expenses and income, ...

The Anya Institute for Human Revolution aims to help advisors bring clients a more enlightened approach to financial planning.

Levanti most recently was with Economic Development Commission. She continues to operate a marketing consulting firm, 72 Mile ...

Atop the standard-setting organization since 2007, Kevin Keller has seen its ranks of certification holders nearly double and has overseen work to bring more diversity to the profession.