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

Debra Taylor is spearheading a new program entailing education for financial advisors, guides for clients and technology ...

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.

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

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

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

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 ...

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

FFP to issue more than $678,000 in grants in 2025 to support pro bono financial planning programs for people facing financial ...

Whether your goal is early retirement or lifelong financial freedom, here are six steps to help you create your forever portfolio, including choosing the right investment account, hiring a financial ...

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