Often, that means missing valuable tax-saving opportunities. This can lead to overpayments or even IRS scrutiny. As a certified public accountant and certified financial planner, I've seen self ...

Certified financial planner (CFP) is an industry credential ... ins and outs of most financial products and their associated tax codes. That’s why it’s invaluable to have an expert guide ...

Likewise, if you bought or sold real estate or if you own rental properties, professional guidance is a must. For instance, ...

David Ware, CFP®, Retirement Advisor at Ware Financial in Longview, TX has attained their CFP® certification, the standard in ...