One way to jumpstart your search for a financial adviser who specializes in retirement planning is to ask friends, family ...

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However, RMDs don't apply to Roth individual retirement accounts while the owner or surviving spouse is alive. That can ...

Atop the standard-setting organization since 2007, Kevin Keller has seen its ranks of certification holders nearly double and has overseen work to bring more diversity to the profession.

The Odessa American is the leading source of local news, information, entertainment and sports for the Permian Basin.

If you're an investor shopping for a financial advisor, the dizzying array of credentials may seem daunting. You'll frequently run into advisors who have earned the chartered financial analyst ...

If you’ve been wondering whether or not you need outside help to track and manage your small business expenses and income, ...

Rich retirees set themselves apart by being planners — why this simple step will blast you up the wealth ladder ...

Certified financial planner, Chad Olivier, discusses financial assets being passed from one generation to the next. Welcome ...

Levanti most recently was with Economic Development Commission. She continues to operate a marketing consulting firm, 72 Mile ...