Many put off planning for retirement or think it's too late, but investors at any age can take steps to secure their financial futures.» Read More
Should homeowners pay off a mortgage early if they're able? Financial advisors weigh in on the pros and cons of owning your home outright.
Retirement is the big financial finish line, but many clients don't know what they want to do when they get there. Advisors are helping out.
Tech-savvy but asset-poor, millennial investors make ideal clients for the crop of low- or no-fee online automated wealth-management firms.
The variety of bond instruments provides the opportunity for age-appropriate strategies throughout a financial advisor's client's life.
Finding the right mix of stocks, bonds and other investments in a portfolio depends on a combination of age, needs and experience.
Mistakes retirees make in the complicated process of claiming Social Security include taking benefits too soon and deferring tax deferrals.
A survey by Caring.com finds that more than half of Americans don't know where their parents keep their estate plans ... or what is in them.
Most Americans want to find a way to stay in their own homes, close to family and friends, during their golden years.
A family home may house fond memories, but it can be a millstone for retirees, who should weigh leveraging home equity to stretch savings.
If retiring soon, a good back-of-the-napkin estimate is to have a portfolio about 25 times the value of your annual retirement income.
It's reasonable to want to help adult children financially, but doing so can foster dependence and endanger your retirement, say advisors.
New government guidelines that allow 401(k) plans to offer annuities as an option are helping retirees ensure post-career cash flow.
The Columbus Blue Jackets player filed for bankruptcy in October after his parents poorly managed his assets for four years.
Complex and costly, reverse mortgages are frowned upon by many advisors, but they can be useful to certain retirees, thanks to new safeguards.
Americans are eligible for Social Security benefits from age 62, but most financial planners advise delaying claims to maximize payouts.
In order to attract business from the country's fastest-growing demographic, advisors need to speak to millennials in their own language.
American kids today are not getting a basic financial education, so parents might consider a fiscal, but fun, bootcamp next summer.
Workers often roll funds in former 401(k) plans into new IRAs, but there are at least 4 scenarios where doing so could be a mistake.
As retirement nears, 40- and 50-somethings should address four areas: risk mitigation, estate plans, investing strategy and financial plans.
Given today's socioeconomic realities, it's crucial that women, whatever their status, be able to handle financial matters for themselves.
Manisha Thakor of Buckingham and The BAM Alliance discusses how to gauge and manage comfort levels with investment risk.
Two surveys find a surprising number of Americans who are financially secure are literally worried sick about money.
Many put off retirement planning or think it's too late, but investors at any age can take steps to secure their futures.