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I’m retiring this year, my husband is disabled and ‘my situation is a bit complex.’ Oh, and I don’t like my financial planner. Now what?MarketWatch Picks highlights items we think you’ll find useful; we are independent of the MarketWatch newsroom. We might earn ...
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, ...
Certified financial planner, Chad Olivier, discusses financial assets being passed from one generation to the next. Welcome ...
Rich retirees set themselves apart by being planners — why this simple step will blast you up the wealth ladder ...
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 ...
Levanti most recently was with Economic Development Commission. She continues to operate a marketing consulting firm, 72 Mile ...
Debra Taylor is spearheading a new program entailing education for financial advisors, guides for clients and technology ...
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