I’m 70 and have been retired for seven years. I have $200,000 in certificates of deposit, and get a $40,000 annual retirement income from two retirement accounts, Social Security and a pension. My ...

When it comes to retirement planning, downsizing in your golden years reduces your expenses, frees up some extra cash and cuts down on the time and commitment needed to maintain your current home ...

Question: “I’m a 63 year old retiree with no kids or heirs and $600,000 in one account. I don’t mind spending down my money, ...

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

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.

CFP Board CEO Kevin Keller announced plans to retire in April 2026 after leading the organization that administers the ...