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  2. Collaborative Law Institute of Texas - Wikipedia

    en.wikipedia.org/wiki/Collaborative_Law...

    The Collaborative Law Institute of Texas (CLI-TX) is a non-profit organization, founded in 2003 and headquartered in Dallas, to promote collaborative law as an alternative to traditional litigation in solving divorce disputes. The organization's membership includes lawyers, financial professionals, and mental health professionals who practice ...

  3. Andrew Beal - Wikipedia

    en.wikipedia.org/wiki/Andrew_Beal

    Andrew Beal. Daniel Andrew Beal (born November 29, 1952 [3]) is an American banker, businessman, investor, and amateur mathematician. He is a Dallas -based businessman who accumulated wealth in real estate and banking. Born and raised in Lansing, Michigan, Beal is founder and chairman of Beal Bank and Beal Bank USA, as well as other affiliated ...

  4. Ryan LLC - Wikipedia

    en.wikipedia.org/wiki/Ryan_LLC

    Ryan LLC. Ryan LLC is a tax services and software provider based in Dallas, Texas. [3][4] Ryan LLC has 18,000 clients in over 60 countries. [5] The company has over 113 locations around the globe, including locations in Canada, the Netherlands, the United Kingdom, [6] India, the Philippines, [7] and Australia.

  5. CFPs, CPAs, RIAs and More — What Do Each of These Financial ...

    www.aol.com/cfps-cpas-rias-more-financial...

    An RIA is a financial professional or a company that provides customized investing advice. It is regulated by the government and registered with the SEC. Although, as Zigmont pointed out, “Being ...

  6. Robert Steven Kaplan - Wikipedia

    en.wikipedia.org/wiki/Robert_Steven_Kaplan

    Personal details. Born. July 1957 (age 67) Prairie Village, Kansas, U.S. Education. University of Kansas, Lawrence (BS) Harvard University (MBA) Robert Steven Kaplan (born 1957) served as the president and CEO of the Federal Reserve Bank of Dallas from 2015 until 2021 and is a long-time Goldman Sachs executive, where he currently serves as vice ...

  7. Financial Planning for Young Professionals: Getting ... - AOL

    www.aol.com/finance/financial-planning-young...

    Some not-so-good examples are mortgage payments or utilities. Step 2: Choose a fairly short time frame: Between two days and two weeks. Step 3: Choose a specific dollar amount. For example, “I ...

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