Financial advisors are playing catch-up with technology offerings to attract the 71 percent of millennials who don't use their services. » Read More
For financially stressed Gen Xers, advisor Tim Maurer offers four maxims to help 30- and 40-somethings find security and happiness.
Contrary to negative stereotypes, millennials are a caring, savvy generation to which advisors would be wise to tailor marketing efforts.
Many people insure belongings but neglect to protect against a loss of their greatest asset—income—with disability insurance coverage.
Teaching children responsible financial habits takes a lot of planning and a little bit of faith but leads to great rewards for all.
Millennial women are more educated, wealthy and independent than their elders, so advisors would be wise to roll out the red carpet.
Traditional advisory firms that use robo-advisor technology offer the best option for investors in reaching long-term financial goals.
A new law now allows workers to invest 401(k) funds in pension plans, but savvy investors may want to steer clear of the new scheme.
The Columbus Blue Jackets player filed for bankruptcy in October after his parents poorly managed his assets for four years.
Is the 4.5% rule ironclad? Of course not; it's just a starting point. But it has helped many retirees protect their income streams.
As geopolitical and economic crises threaten to roil markets, now might be the time to devise a plan to handle any potential market selloff.
Many investors believe adhering to the so-called 4 percent rule will guarantee retirement income, but that's not necessarily true anymore.
Think stock market is a casino, a Ponzi scheme and it's best to stay out? That cynicism is costing you a lot, says a financial advisor.
Complex benefits plan options from employers can leave workers unsure of how to choose. How do you know you are making the best decision?
Before making a beeline for sunnier climes, retirees should consider several important tax, cost, health-care and housing implications.
Add sharing and giving back to working hard, respecting money and learning to save as basic skills children should learn.
With higher out-of-pocket costs for health care ahead, it's time for patients to be more proactive in handling their health-care expenses.
The goal of social impact investing is to enhance risk-adjusted returns, while generating a positive social and environmental impact.
Advisors often see clients' wealth later squandered by children, but parents can in fact protect their legacy from irresponsible heirs.
More advisors are using exchange-traded funds in clients' portfolios, citing transparency and a demand for lower-cost investments.
Leftover 401(k) plans—and whether to roll over, withdraw or borrow them—puzzle unemployed people, so CNBC turned to advisors for tips.
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Advisor-centric content with guest columns covering practice management, investment strategies and marketing/social media.
Before starting a new business or expanding, learn about surprising US cities that are becoming small business meccas.
With computers in our cars, in our pockets, on our wrists, and on our faces, we have faster, broader access to content than ever before. Host Carl Quintanilla explores this new world in "Binge."
You are required to take money out of your IRAs and tax-deferred retirement plan at age 70½ or pay a hefty penalty.
Disruptive trends are accelerating. To see if any of your stock holdings are at risk, ask yourself this one important question.
If remarrying, update your estate plan to ensure your spouse and heirs have clear guidelines on your inheritance wishes.