Many people approaching retirement or who are already retired have misunderstandings or misconceptions about Social Security. » Read More
Money you've spent on your kids can now be directed elsewhere. What you do from here can have a dramatic impact on your financial future.
Arbitration against Merrill Lynch highlights a potential hazard for other banks selling structured product investments.
Some 36 percent of Americans have no understanding of what a financial advisor does. Here's what several are doing to get the word out.
Advisors who want to capture the $30 trillion that boomers are passing on to heirs must embrace fintech tools to attract young clients.
Zombie debt ... old, bad debt you thought was dead ... can come back to haunt you, but there are ways to fight off this fiscal apocalypse.
It's clear that if the market is going to climb again in 2016, it won't necessarily be on the back of Facebook, Amazon, Netflix and Google.
Several financial advisory industry groups are planning a court challenge to the fiduciary rule recently finalized by the Labor Department.
Some advisors may protest the Labor Department fiduciary rule but they should aim for the most responsible, not the highest, margins.
The fast-growing socially responsible investing universe has evolved from screening of investments to including "impact investments."
Americans with little saved might consider retiring in one of these 5 countries, where $1,500 a month guarantees a comfortable life.
The impulse to act amid volatility leads to mismanagement of investments. Selling during periods of weakness creates a guaranteed loss.
Most retirees rely on Social Security for retirement income, but few realize just how big a bite out of benefits medical-care costs take.
A look at the 13 U.S. states, from Colorado to West Virginia, that levy their own taxes on retirees' Social Security benefits.
From baking powder to babysitting, there are plenty of out-of-pocket expenses for charities that may qualify for a tax savings come Tax Day.
Thanks to a Labor Department ruling, supply of socially responsible investment options in 401(k) plans may finally meet growing demand.
Data breaches exposing taxpayers' personal info are on the rise. Are you at risk for tax-return fraud or other common tax scams?
A new survey shows the number of states requiring high school students to take a course in economics has dropped over the last two years.
WalletHub.com compiled a list of U.S. city populations with the best and worst average credit scores. We look at the top and bottom 5.
As the ranks of seniors age, many are experiencing memory issues, exposing them to potential financial fraud and risk.
The strong dollar is putting a tempting proposition in reach for more boomers and retirees, but that's not all you need to consider.
Get the best of CNBC in your inbox
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.