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

From return-to-office mandates to the reappearance of Schedule F, many feds may be finding themselves on a fast track to ...

The sale of real estate is one option that Mark and Rebecca can use in later life. They have a paid-off home worth $1-million ...

Next May, I will be eligible to retire penalty free in the Federal Employees Retirement System — and I plan on using the supplement until I am 62. I don’t plan on taking Social Security until I am 65 ...

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

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.

Have an issue with your financial adviser or looking for a new one? Email questions or concerns to [email protected].

Tackling these strategies one at a time, whether it's updating estate planning or reassessing investments, can help put you ...

Deciding what to buy for your retirement years can be tricky. Should you prioritize investing? Experiences? Or perhaps a ...

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 ...

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 ...

Many younger Canadians have significant unused contribution room, but making the most of deductions requires a plan ...