Some advisors say age-based 529 plan portfolios, which ignore economic ups and downs, are too "cookie-cutter" for many parents' needs.» Read More
With Social Security in peril, CNBC's Sharon Epperson talks to three financial advisors about contingency strategies for Gen Y investors.
A new study finds that one-fifth of Americans lend adult kids or parents financial help, with millennials the most generous generation.
Gen Y investors may or may not be more risk-averse than others, but they definitely exhibit specific generational preferences.
In goals-based investing, each financial goal is invested independently, with its own time horizon, asset allocation and risk profile.
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.
It's never too early or too late to save for retirement. Here's a decade-by-decade checklist of investment to-dos to keep you on track.
Many parents 'set and forget' their 529 college savings plans, but financial planners advise keeping an eye on such investments as kids age.
Parents can expect to spend nearly a quarter million dollars to raise a child to age 18, according to research by the federal government.
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.
As the world grows more interconnected, it’s harder to manage global risks. Here's some ways to mitigate the biggest challenges.
A globe-trotting look at the world of investing, from developed Europe and Asia trends to the least-traveled frontier markets.
Financial advisors stress that now is the time for investors to get serious about year-end financial planning checkup.
From dividends to maturity dates, test your knowledge of financial terminology and practices with these 5 questions.
Socially responsible investing has caught on and accounts for nearly one-fifth of the money under professional management.
The key to any good Social Security strategy is figuring out how to time claims to maximize the size of your benefit.