How to Find a Financial Adviser for Retirement Planning
One way to jumpstart your search for a financial adviser who specializes in retirement planning is to ask friends, family ...
Study: Americans Working With CFP® Professionals Enjoy Greater Financial Well-Being
CFP Board today announced results from the inaugural Financial Planning Longitudinal Study, a decade-long, academic research ...
I have an IRA, but it has not grown ‘at all’ in 14 years. At this point, do I need professional help?
I have an IRA in short-term bonds of $5,000 but it has not grown at all in 14 years. What advice would you give me? Should I work with a financial planner to figure out a better solution?” (Looking ...
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Reflecting on nearly half a century in financial advice
After an inspirational 47-year career, Paul Harding-Davis says that while every decade has seen a significant step change ...
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Generative AI within Dynamic Planner
Dynamic Planner unveils 2025 developments set to transform financial advice with support for smartphone fact finding, data ...
Lumin Wealth acquires Professional Financial Centre
Lumin Wealth is pleased to announce that it has acquired Professional Financial Centre (Thames Valley) Ltd, a financial ...
Odessa American2d
Strengthen your relationship with these financial tips
The Odessa American is the leading source of local news, information, entertainment and sports for the Permian Basin.
I'm a Financial Advisor—Here's 3 Tips to Get Organized for Tax Season
How Hilary Hendershott, President and Chief Advisor of Hendershott Wealth Management, is talking her clients—and you—about ...