CFP Board today announced results from the inaugural Financial Planning Longitudinal Study, a decade-long, academic research ...

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The Odessa American is the leading source of local news, information, entertainment and sports for the Permian Basin.

If you're an investor shopping for a financial advisor, the dizzying array of credentials may seem daunting. You'll frequently run into advisors who have earned the chartered financial analyst ...

If you’ve been wondering whether or not you need outside help to track and manage your small business expenses and income, ...

Rich retirees set themselves apart by being planners — why this simple step will blast you up the wealth ladder ...

It's far too early to know what next year's Social Security cost-of-living adjustment might be. However, based on several ...

Whether your goal is early retirement or lifelong financial freedom, here are six steps to help you create your forever portfolio, including choosing the right investment account, hiring a financial ...

Common money disorders include pathological gambling, overspending and compulsive shopping, financial dependence, financial ...

Levanti most recently was with Economic Development Commission. She continues to operate a marketing consulting firm, 72 Mile ...