Here’s what the three-time successor’s journey entailed and some of the tips he shared for other advisors considering picking or becoming a successor.

Learn current CFP certification requirements and steps to achieve your financial planning career goals. Read my comprehensive ...

To kick off the upcoming season, the College Football Playoff Committee agreed to a straight seeding model to reward the ...

A chief wealth strategist makes some suggestions about how to better position yourself financially while coping with economic ...

This financial planner unpacks why Roth conversions can save you big-time on taxes if you're a retiree with a pension.

Based on the new rules, Penn State would have received a first-round bye in last season's College Football Playoffs. Instead, ...