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

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

If you're an investor shopping for a financial advisor, the dizzying array of credentials may seem daunting. You'll frequently run into advisors who have earned the chartered financial analyst ...

Financial planners are seeing more clients contribute year-round, instead of scrambling to make a lump-sum payment during ...

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

Rich retirees set themselves apart by being planners — why this simple step will blast you up the wealth ladder ...

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

Common money disorders include pathological gambling, overspending and compulsive shopping, financial dependence, financial ...

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