A look at the 13 U.S. states, from Colorado to West Virginia, that levy their own taxes on retirees' Social Security benefits.» Read More
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.
Hearsay is introducing a set of tools focused on financial services to help advisors keep their jobs in the face of robo-advisors.
ETF portfolios will be the future default because of lower costs, more transparency and greater liquidity and tax advantages.
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Financial advisors offer investment strategies in 2014, from taxes and legal issues to key sectors and emerging markets.
Is an active twist on passive investing the right portfolio move? An inside look at the rise of ETF strategists.
An in-the-trenches look at portfolio options, deconstructing them and finding the best fit for client retirement plans.
It's critical not to squander year-end bonus money; instead, allocate it wisely to meet short- and long-term goals.
Is the increase in market volatility a prelude to a bigger fall? If so, how can investors protect themselves?
Finra's latest sanctions include fines against an Atlanta firm for soliciting business using a do-not-call list.