CPI Aerostructures Appoints Robert Mannix as Chief Financial Officer

CPI Aerostructures, Inc. (“CPI Aero®” or the “Company”) (NYSE American: CVU) announced today that it has appointed Robert Mannix to the position of Chief Financial Officer. Pamela Levesque, Interim ...

I recently received an inheritance 'of some significance' — and I have modest savings. Now, I need advice, but who is right for my situation?

I need a financial adviser. I recently received an inheritance of some significance and I have a modest lifetime of savings ...

Do you need an annuity in your 401(k) plan? 6 financial planners on who it works for — and who it doesn’t

Most recently, Vanguard began offering employees regular payouts within 401(k) plans. An in-plan annuity lets workers ...

Independent Financial Partners (IFP) Welcomes CenterBridge Planning Group From Commonwealth, Adding Over $700 Million in Client Assets

Independent Financial Partners (IFP) has added a five-advisor team overseeing more than $700 million in client assets from Commonwealth Financial Network, with CenterBridge Planning Group joining the ...

AI vs. Human Advisors: What Americans Really Think About Retirement Planning

Americans are increasingly comfortable letting AI crunch the numbers, but they still want a human in the loop for ...

Experts reveal how to avoid a financial hangover in January

It is possible to enjoy a warm, memorable Christmas without overspending or facing a financial hangover in January,’ one ...

‘I would prefer to kick the can down the road.’ My wife passed away at 59, but the adviser mishandled her $400K IRA and now I must take RMDs earlier than I’d like. H…

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Your estate plan needs to be absolutely airtight. Here's how to avoid mistakes.

To avoid mistakes, start by listing the challenges, decisions and issues that you want your estate plan to resolve. That helps you gauge its effectiveness every step of the way.