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

MarketWatch Picks highlights items we think you’ll find useful; we are independent of the MarketWatch newsroom. We might earn ...

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 ...

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 ...

Whether your goal is early retirement or lifelong financial freedom, here are six steps to help you create your forever portfolio, including choosing the right investment account, hiring a financial ...

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