Before serving as executor of an estate, educate yourself on how much work is involved and assess whether you're able to handle the job.» Read More
From the beginning of 2012 to 2014, sustainable, responsible and impact (SRI) assets in the U.S. grew 76 percent, to $6.57 trillion.
This year-end financial checklist will help you find savings and take advantage of opportunities while they are still available in 2015.
Despite massive inflows into passive investments, managed mutual funds may have a place in the average investor's portfolio.
The cornerstone of any Social Security strategy is figuring out how to time claims to maximize the size of your eventual benefits.
Pending June's Supreme Court ruling on same-sex marriage, married gay and lesbian couples face challenges due to the uneven legal landscape.
The government has appointed Comerica as administrator for President Obama's myRA savings scheme but no private employers have signed up.
Most advisors see reverse mortgages as an ill-advised last resort, but others say it can be a useful retirement-planning tool for seniors.
A new study finds a direct correlation between employee satisfaction and the stock performance of public companies.
CNBC looks at the top 5 large firms to work at in 2015, as voted by employees partaking in a Glassdoor Research survey.
Life insurance often gets short shrift, thanks to people's preconceived ideas, which, say advisors, results in some fairly common mistakes.
The dot-com bust, 9/11 and 2008 crisis left Gen Y investors wary of risks—and therefore less likely to benefit from the market.
The IRS is warning taxpayers about groups pretending to be a charitable organization to attract donations from unsuspecting contributors.
When it comes to retirement, American women save far less than men and invest too conservatively, according to a new survey from BlackRock.
Craig Cowles of Cardinal Wealth Advisers tells CNBC which key considerations he relies on to accurately gauge his clients' risk tolerance.
A look at eight areas where a so-so credit score—anything under 720—can impact how you'll pay, or whether you get to "play" at all.
Credit scores largely determine access to credit and the ability to own a home, car or start a business—and how much you'll pay.
It's time for financial advisors ignoring social media to get over it. You don't need to post snarky tweets; you do need a social presence.
Senior Personal Finance reporter Sharon Epperson discusses with three top advisors about how financial planners are compensated.
If your portfolio boomed last year, your advisor did not focus on the one thing you were assured was the top concern: downside protection.
While weather and taxes are a priority for some retirees, most wish to age in place, close to friends and family.
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A weekly look at how you can make the right financial choices to retire well.
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Philanthropy is entering a new age, with new models being tried and past innovations getting field-tested and disseminated.
In case you've been procrastinating, here's a year-end checklist to get through before heading to your New Year's Eve party.
Ron Carson of Carson Wealth Management Group explains how to leverage tax-loss harvesting to offset investment losses.