Rianka Dorsainvil, financial advisor to the millennial set, explores all the 401(k) options available to savers when changing jobs. » Read More
By: Janet Stanzak, principal and owner of Financial Empowerment
If you're lucky enough to hit the jackpot, the right financial planner can help you avoid mistakes that have bankrupted other winners. » Read More
By: James Brewer, president of Envision Wealth Planning
Many investors are unaware of the professional conduct of the financial advisor they work with, but there are ways to gauge trustworthiness. » Read More
By: David Robinson, founder and CEO of RTS Private Wealth Management
Investors who have avoided the market or had a liquidity event have some things in common regarding investing readiness — or lack thereof. » Read More
When considering a fee structure, advisors should take stock of the overall client experience they provide to all tiers of clientele.
One million dollars isn't some amazing amount of money, says one advisor. In fact, it may not even be enough for a comfortable retirement.
Author and life coach Tony Robbins and his colleague Peter Mallouk have some advice for President Trump — about taking advice.
When setting up a special needs trust for a loved one, it's important to consider costs, type of trust and choice of trustee and caretaker.
Rianka Dorsainvil, president of Your Greatest Contribution, lists the 10 biggest investing errors Gen Y is making today.
Shark Tank's Kevin O'Leary offers a solution for younger investors to have a diversified portfolio with a low investment threshold.
Up to a third of savers have cashed out a retirement plan. Financial advisors share worst-case scenarios they have witnessed.
With many people living 30 years after retiring, ensuring you don't outlive your nest egg requires self-introspection and number-crunching.
Incomplete gift non-grantor trusts can shift tax exposure out of high-tax states to those with no state income tax.
Financial advisors are playing catch-up with technology offerings to attract the 71 percent of millennials who don't use their services.
A 401(k) plan is a wonderful savings vehicle, but many are plagued with huge commissions, high expense ratios and extra, hidden fees.
Certified financial planner Tim Maurer of Buckingham and the BAM Alliance debunks 10 of the most common myths about 401(k) plans.
It's important to research how to pay for potentially high long-term care costs to avoid depleting your retirement funds.
Having a plan to determine giving throughout the year can help avoid headaches at year-end and maximize the impact of donations.
With baby boomers warming to reverse mortgages, regulators are debuting rules that shore up the government-backed loan program.
Advisors seeking safety set sights on liquid alternatives funds, an emerging investing category in the $300 billion alternatives space.
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CNBC's annual study measures all 50 states on more than 60 different metrics.
The International Paris Air Show is celebrating its 52nd anniversary this year with the big movers and shakers in the aerospace and defense industry all attending the event.
International business and political leaders gather in Dalian, China for the 2017 instalment of the World Economic Forum’s Annual Meeting of the New Champions.
Should retirees pay off their mortgage? The strategy depends on taxes, asset/income levels and attitude toward debt.
When it comes to retirement, whatever money an older divorcing couple has needs to be divided — after high legal bills.
The recent past was great for long-only risk assets, but hedge funds provide unique advantages for investors.