Navigating the challenges of an early-onset Alzheimer's diagnosis? This guide covers financial and legal considerations.

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

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 initiative. The initial findings reveal that Americans who work with ...

Molly Powers is a certified financial planner and wealth advisor at CAP Strat. She joins ABC7 ways to get the conversation started and talked about if couples should merge their finances or keep ...

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 ...

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 ...

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 advisor industry is awash in professional designations, but all take time and most take money. On top of that, clients probably do not know one designation from another, according to Jerry Schreck ...

During his nearly two decades at the helm, Keller has overseen growth at the organization that administers the certified ...