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

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

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

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 ...

It's far too early to know what next year's Social Security cost-of-living adjustment might be. However, based on several ...

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 ...

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