Many don't take full advantage of 401(k) accounts, making mistakes such as failing to enroll in a workplace plan offering a company match.
Here are five common mistakes Americans are making when it comes to taking full advantage of their 401(k) plans.
Taking Social Security as a couple opens up more ways to strategize and increase lifetime benefits. Here's how to maximize your SS earnings.
The fiduciary ruling for advisors is a victory for investors, but fine print applies: Be aware of everything that's involved.
Medical identity theft is on the rise, and Medicare members are especially vulnerable.
During the holidays, it can be tempting to put off financial decisions, but taking certain steps now may well be worth the effort.
With only a set amount of money to work with in retirement, here's how to avoid using too much too soon.
If you’re planning on taking an exotic getaway or a family trip with the grandkids, you might be able to score deeper discounts as a retiree. CNBC’s Sharon Epperson provides tips on how to maximize your travel discounts at different ages in retirement.
Timing is everything when it comes to collecting social security. There are some exceptions to the rule that you must wait until age 70 to collect. CNBC’s Sharon Epperson explains.
Financial advisor Sophia Bera, founder of Gen Y Planning, discusses 3 key moves millennials can make to ensure a bright financial future.
If you’ve suddenly become an empty nester and want to focus on saving more cash, CNBC’s Sharon Epperson shares tips on how couples can make the most of their savings now that the children have flown the coop.
Most employees "run for the hills" each October when it's time to review workplace benefits, but taking the time to thoroughly plan is key.
Brokerage windows give stock jockeys a chance to put their skills to work in their 401(k). They may risk their entire nest egg, however.
When it comes to your financial accounts, do you know what your advisor is doing to safeguard your personal information? CNBC’s Sharon Epperson shares tips on how to become proactive in protecting your sensitive data and what to ask your financial advisor.
If you’re not ready to retire and change your lifestyle completely, you might be able to create your own arrangement with a 'flexible retirement.' CNBC's Sharon Epperson explains what this means for workers looking for alternative retirement options.
Sometimes it can be hard to determine whether or not you need an annuity to supplement your other monthly checks during retirement. CNBC’s Sharon Epperson breaks down the pros and cons to getting one if you’re worried about outliving your money.
People who enroll in workplace 401(k) plans and put money in them probably misunderstand key aspects of such savings vehicles, say advisors.
Financial advisor Sophia Bera says there are 3 mistakes Gen Y clients must avoid in order to ensure a secure financial future.
Credit card debt can be a huge concern for seniors and one of the biggest challenges for retirees is that they have too much debt. CNBC’s Sharon Epperson provides tips on how to handle credit card debt in your golden years.
CNBC's Sharon Epperson shares her top three spots to retire abroad that might not be on your radar. Hidden gems that are great options for Americans looking to retire overseas.