While serving in the Army, Han Xue had worked in the public health field. But his curiosity and doubt over his financial ...

UK residents need proper lifestyle financial planning advice in their new jurisdiction. Retirement and tax planning, risk ...

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 ...

College for Financial Planning—a Kaplan Company launches ETFs & Portfolio Construction Certificate Program in collaboration w/iShares® by BlackRock.

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

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

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 ...

Brandon Renfro is a certified financial planner with Belonging Wealth Management. He has been published in the Journal of Financial Planning and has contributed to numerous publications including Fox ...

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

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 ...