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

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

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

These include the CFP (certified financial planner), the PFS (personal financial specialist) and the CFA (chartered financial analyst). Planners with these designations at least have a proven ...

Stoy Hall, CEO & Founder of Black Mammoth, stated, "the family office model focuses tremendously on the assets and legacy, ...

Both financial planners and portfolio managers may have the same professional designations. These may include Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), or Chartered ...

Paying off unexpected expenses with credit should be "a last resort," said certified financial planner Clifford Cornell, an ...

These are people with postgraduate qualifications who are trained to look at a client’s financial needs holistically and ...

Debra Taylor is spearheading a new program entailing education for financial advisors, guides for clients and technology ...