I have an IRA in short-term bonds of $5,000 but it has not grown at all in 14 years. What advice would you give me? Should I work with a financial planner to figure out a better solution?” (Looking ...

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Therefore, a Roth IRA provides a "much longer runway for tax-free investing," said certified financial planner Thomas Scanlon ...

Molly Powers is a certified financial planner and wealth advisor at CAP Strat. She joins ABC7 ways to get the conversation started and talked about if couples should merge their finances or keep ...

As a licensed REALTOR® in both North Carolina and South Carolina, Tom Brennan’s expertise spans a wide geographic area where he services local, national and international clients. Tom brings over 15 ...

The right advisor adds value by providing education, strategic planning, emotional support—money is always ...

Financial freedom is not just a lofty dream; it’s a tangible goal within your reach. For many, it means having the resources to live comfortably without worrying about day-to-day ...

Jason Kley Elected to National FPA Board of Directors Carlson Capital Management’s Jason Kley, CFP®, AIF®, MBA, Senior ...

The CEPA designation is the gold standard in exit planning and is designed to educate and empower advisers with strategies that align business, personal, and financial goals into a cohesive master ...