Finra's latest round of sanctions includes fines against an Atlanta firm for soliciting business using a do-not-call list.» Read More
Financial advisor Carolyn McClanahan offers five tips to help consumers with high health-plan deductibles control out-of-pocket expenses.
Many of the awkwardly phrased aphorisms late baseball legend Yogi Berra was noted for can be applied to financial planning needs.
Three changes will impact your finances in 2016. Stay informed to be better prepared for short-term savings and long-term investments.
Smart beta exchange-traded funds are a decade-plus old. Here's a look at 10 things investors should know about this investing approach.
When Congress passes a new federal budget, two common Social Security claim strategies of use to married couples are likely to be killed.
Certified financial planner Thomas Henske explains hybrid insurance, plans that reduce costs for consumers and risk for insurance companies.
It's time to shift the focus from "How do we get the most out of Social Security?" to "How do we get Social Security when we need it most?"
Older couples contemplating marriage, whether gay or straight, must think through financial, legal and other issues before tying the knot.
Baby boomers are aging, and many will need skilled care, but demand for nursing-home beds is quickly outstripping a dwindling supply.
Rare classic cars have skyrocketed in value, demand is mushrooming, and financial advisors are racing to protect clients' investments.
Millennials may be flocking to robo-advisors, but traditional financial advisors can get in the game by leveraging personal technology.
Financial advisors Lazetta Rainey Braxton and Shannon Eusey caution savers to maximize 401(k) opportunities but avoid the pitfalls.
The government designed myRA with the best of intentions, but some doubt whether it will get lower-income workers to save for retirement.
Financial advisor Stacy Francis says it's a huge challenge to try to convince women clients that they need to know more about their money.
Ask five questions of your advisor annually to get what you need: satisfaction with your progress or an action plan to make changes.
Direct participation programs, or DPPs, grew from more than $6 billion in funds raised to more than $21 billion between 2009 and 2014.
Need a financial advisor? CNBC queried several industry pros on the most important qualities to seek when choosing a financial professional.
Online automated wealth management is all the rage, but some question how much robo-advisors will shake up the financial advice industry.
As cybersecurity and hacking threats soar, financial advisors employ new software solutions and procedures to safeguard investor data.
Philanthropy is entering a new age, with new models being tried and past innovations getting field-tested and disseminated.
It's critical not to squander year-end bonus money; instead, allocate it wisely to meet short- and long-term goals.
Is the increase in market volatility a prelude to a bigger fall? If so, how can investors protect themselves?
Finra's latest sanctions include fines against an Atlanta firm for soliciting business using a do-not-call list.
Financial advisors offer investment strategies in 2014, from taxes and legal issues to key sectors and emerging markets.
Is an active twist on passive investing the right portfolio move? An inside look at the rise of ETF strategists.
An in-the-trenches look at portfolio options, deconstructing them and finding the best fit for client retirement plans.