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 ...

“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].

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 ...

The criticism from the largest brokerages, investment banks and asset managers runs the other way from that of planners who ...

Discover the best high yield savings accounts of [auto_date format=year]. Compare top accounts, learn about their features, ...

By Steve Oniya “An investment in knowledge pays the best interest." — Benjamin Franklin  The OM Investments’ Achieving Life ...