"We're pleased to introduce our integration with Bento Engine, designed to expand the range of resources available to advisors," said Roger Pine, CFA®, CFP®, CEO and Co-Founder of Holistiplan. "This ...

Allan, CFA, CFP, CPA, managing director at Welon Partners. “But like any part of the plan, it should be updated regularly.” He said his firm has what they call the “Core Four” estate planning ...

“I recommend paying off your highest-rate, non-deductible debt — such as credit cards — first,” said Katherine Tierney, CFA, CFP, senior retirement strategist at Edward Jones. “Since this type of debt ...

Deciding how to share or divvy up rights to children, pets and embryos can be one of the most emotionally-charged issues in a ...

“Having multiple accounts can be a way to keep yourself on task with the specific goals you’re saving for, without the risk ...

More than mere bragging rights are on the line when BYU and Utah renew their rivalry for the first time in three years on ...

The thought was 9-3 for SEC teams may be good enough for playoff inclusion, but parity may be proving that incorrect ...

After 16 years of playing professional hockey, Kent Manderville uses his experience and expertise to help athletes build and maintain their wealth long after their careers end ...

The Horns entered the game as a 3 1/2 point favorite, the rare game where Georgia was an underdog. it was the first career meeting as head coaches between Steve Sarkisian and Kirby Smart, who both ...

"At its core, Fontenot v. NCAA is about whether the college football players we watch during the playoffs are paid only for ...

Ahead of the Iowa women's basketball 2024-25 season opener against Northern Illinois Wednesday, the Hawkeyes feel a sense of ...

Education Requirement: To pursue CFP® certification, you’ll need a bachelor’s degree from an accredited college or university and a CFP Board-Registered Program completion. Professional Experience: To ...