If remarrying, update your estate plan to ensure your new spouse and existing heirs have clear guidelines on your inheritance wishes. » Read More
Financial advisors recommend paying attention to the presidential front-runners' proposals affecting your wallet — for better or worse.
It's time to speak with a financial professional to discuss goals, risk tolerance and strategies to mitigate any investment volatility.
As many as half of all older workers retire early, often unwillingly, which often devastates carefully planned retirement savings.
Some new players in the wealth management industry are granting themselves the title of financial advisor, yet not all have the credentials.
Digging into retirement funds early will wreak havoc on your retirement, thanks to missed compound interest and hefty fees.
Given the high toll that health costs take on retirement savings, buying an annuity for guaranteed income can be a good decision for many.
Consumers can discover the truth about investment fees by taking matters into their own hands, finding the fees and acting accordingly.
A traditional long-term care insurance plan isn't the only viable option. Weigh these three alternatives before committing time and money.
While fintech companies offer tools to save money, it remains to be seen whether they are a boon or a bust for traditional advisors.
Before privately refinancing a federal student loan as a "no-brainer," it's important to understand the consequences of such actions.
Smart beta is growing quickly, with investors adding $10 billion to smart beta mutual funds and ETFs in the last 12 months.
Eighteen percent of Americans come to regret how they spend their tax refund each year. CNBC weighs in on how best to divvy it up.
Expats considering giving up U.S. citizenship to avoid double taxation should be aware of the potential tax costs of such a move.
Millions of Americans delay retirement planning. Not knowing provides false comfort that we can live in the moment and still make it out OK.
In its latest spate of disciplinary actions, FINRA sanctioned brokers for penny stock trades and client churn, among other violations.
Most Americans don't have a will, but drawing one up is vital to avoid intestacy, ensure your legacy and protect minor children.
It's natural to turn to the internet for free retirement-planning tools, but finding a good one may not be as clear-cut as you think.
Just won the Powerball drawing? What now? Here are 10 tongue-in-cheek suggestions for what to do after meeting with a financial planner.
Trying to budget your wealth to get through retirement? A financial plan before and in retirement is an important tool for all investors.
Studies find age and credit score good indicators as to how taxpayers view annual tax refunds, as well as how wisely they'll spend them.
If remarrying, update your estate plan to ensure your spouse and heirs have clear guidelines on your inheritance wishes.
Advisors are playing catch-up with tech offerings to attract the 71 percent of millennials who don't use their services.
Lifetime medical care costs $245,000 for a 65-year-old couple, so it's important to factor in health costs when saving.
Advisor-centric content with guest columns covering practice management, investment strategies and marketing/social media.
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."
A series of high-profile cyberattacks has created huge economic opportunity as businesses look to fend off future attacks.