Advisers in smaller firms can offer more customized services and focus on holistic aspects of financial planning. This includes tailoring a financial plan for you that encompasses saving and spending ...

TheOklahoma Medical Research Foundation (OMRF) is hosting the 20th annual estate planning seminar.The seminar is forattorneys ...

Question: I am a 76-year-old widower who is retired school teacher. My Social Security and retirement income is fixed ...

CFP, founder and CEO of Black Mammoth, and Rhett Stubbendeck, CPCU, founder and CEO of Leverage Planning, to discuss the ways people can significantly change their financial situation within a short ...

“The tax benefits of a 529 plan vary by state. Many states offer a tax deduction for contributions made within the year, ...

Have an issue with your financial adviser or looking for a new one? Email questions or concerns to [email protected].

Other ways to get started include investing in an employer sponsored 401(k) for retirement, which lets you contribute pre-tax ...

a certified financial planner at Strategic Financial Planning in Plano, Texas, told us. "This includes not just the expense ...

With the exception of tax preparation, how do you determine when a certified public accountant (CPA) is needed versus a ...

8. Tennessee: Now how bad does the loss to Arkansas look? If QB Nico Iamaleava finds accuracy, Vols are a dangerous CFP team. 9. LSU: Tigers finally playing more consistently on defense ...

When it comes to managing finances, most Canadians want a financial planner they can trust—someone who not only understands ...

Here are four red flags to look for when choosing a financial professional, plus one green flag that an advisor could be a ...