Not everyone necessarily needs a financial advisor. But there are certainly times when one can be useful, and there are ...

SmartAsset analyzed the significance of the state-by-state figures on certificants, although some experts say geographic strategies are missing the bigger picture.

From investing for your future to putting money into a high-yield savings account, here’s what certified financial planners ...

While social media may be a popular way to access low-cost financial advice, it’s an awful resource for a number of reasons.

There’s a lot of buzz about reverse mortgages, including commercials featuring celebrity spokespeople painting a rosy picture ...

The murder of George Floyd nearly five years ago prompted many wealth managers to recommit to diversity, equity and inclusion ...

Question: “I’m a mortgage prisoner at the moment and my term has expired. Who do I turn to to remortgage my property? What ...

Create a lasting legacy that goes beyond finances. This article explores strategies for transferring both wealth and values.

Certification body cites quality, while CE providers warn of less choice and educational gaps for financial planners ...

That’s why some advisers help clients regain a sense of command over their life as a way to beat back uncertainty. JW. Harris ...

Clark Pantel, a committed financial advisor with over 10 years of experience at Edward Jones, serves the New Braunfels area ...