Most of the proceeds withdrawn from the client's IRA actually went to an account and was used for a third party's benefit, ...

Financial advice and tax advice go hand in hand — or at least they should. But a lot of times, they don't. Here's why and ...

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In the second CFP rankings released on Tuesday night, the Hurricanes were ranked No. 9 - five spots lower than last week's ranking of No. 4. The Hurricanes lost 28-23 to Georgia Tech on Saturday ...

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Shiree is a CFP ® professional. Certified Financial Planner ® certification is the only globally recognized mark of professionalism for financial planning. Shiree Coetzer has over 20 years of ...

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Roth IRAs are a great way for younger people to get ahead on retirement savings—especially if their employer doesn’t offer a ...

Certified financial planner, Chad Olivier, discusses the unique challenges and risks of early retirement. Welcome to Money ...

Certification body agrees not to challenge CIFP’s right to use trademarked Chartered Financial Planner designation ...

Jaco is a CFP ® professional. Certified Financial Planner ® certification is the only globally recognized mark of professionalism for financial planning. I am a Chartered Accountant (CA(SA ...

Debt management is an example of how coaching can truly help clients. While a financial planner can outline a debt-repayment ...