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.
Three fast and easy ways retirees can downsize and save money.
Charles Field, Sanford Heisler LLP Partner, discusses the lawsuit against Morgan Stanley over 401(k) mismanagement.
A participant in Morgan Stanley's retirement-savings plan sued Friday, alleging its investment options are poor, including some funds the bank runs.
Want some extra income in retirement? A reverse mortgage is one way to achieve that goal, but using one can open your estate up to serious risk. Sharon Epperson explains how to decide if this type of loan is right for you.
Joe Ready, EVP & Director of Wells Fargo Institutional Retirement and Trust, discusses his survey on the cost of retirement for millennials and what the generation is doing right now to get there.
Strapped with student debt and stagnant wages, millennials might not think it's possible to save for retirement. But a new survey from Wells Fargo says that even those on the lower end of the pay scale can enter retirement with a $1 million-dollar nest egg.
Some affluent retirees don't need their required 401(k) and IRA withdrawals. Here's what to do with the cash.
CNBC’s Sharon Epperson reports on a new option many companies are offering for your retirement savings - a Roth 401(k).