Retirement planning goes far beyond building a nest egg. Just don't make these four common mistakes when saving for your golden years. » Read More
With the average worker changing jobs every five years, here's a look at four approaches to handling existing 401(k) plan balances.
Whether in your 20s and just starting out or you're nearing retirement, a holistic financial plan that's about more than investments is key.
Target-date funds are increasingly popular in 401(k) plans, but financial advisors say they aren't always the best fit for every investor.
Moving in retirement can have a major impact on living standards, target retirement dates and even the health of a marriage, say advisors.
Bankers Life recently ranked 60 U.S. metro areas in order of health and affordability for retirees. A look at the top 10 cities.
Pensions are a thing of the past, so millennial workers must plan and save for their own retirements, but technology can step in and help.
Some advisors say age-based 529 plan portfolios, which ignore economic ups and downs, are too "cookie-cutter" for many parents' needs.
A new survey from CareerCast.com finds that 6 of the 10 top-paying jobs are in health care-related fields.
Research reveals millennials are wary of stock markets, so financial advisors are trying new ways to court and counsel 20-something clients.
Retirement portfolio strategies vary, and advisors use terms such as "buckets" and "paychecks" to explain these approaches to clients.
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.
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."
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.
Advisors are playing catch-up with tech offerings to attract the 71 percent of millennials who don't use their services.