The cornerstone of any Social Security strategy is figuring out how to time claims to maximize the size of your eventual benefits.» Read More
Short-term bias in thinking inhibits our ability to deal with long-term issues—challenges like preparing for a secure retirement.
92 percent of respondents to a CNBC poll said they would not move 401(k) savings into a pension, as allowed under new regulations.
Year-end client meetings are key because they allow financial advisors the chance to set realistic expectations about portfolio risk.
Individuals should put a bonus to work in a retirement plan rather than view it as money that's above and beyond normal income.
Senior editor at large Jim Pavia discusses using options strategies against market drag with Carson Wealth research director Brett Carson.
In year-end meetings, advisors are helping clients stressed out by the economy and government to get their financial houses ready for 2015.
Retirement means shifting from putting money into retirement accounts to taking money out. Take these 7 steps to streamline finances.
Americans will change bad spending and saving habits only when financial literacy efforts start to leverage big data and digital tools.
Financial education programs abound for current and former military service members. How well they work is another story.
Ed Butowsky, managing partner at Chapwood Investments, gives his take on the increasing popularity of alternative asset strategies.
A great number of investments, many falling into the "alternative" category, simply don't deserve your attention—or dollars.
Traditional and Roth IRAs are both smart ways to grow retirement savings in a tax-efficient way—but the similarities end there.
When shopping for a financial advisor, it's important to carefully do your due diligence to ensure you're getting the value you deserve.
Betterment Institutional hopes their cheap and automated personal investing platform will also catch on with financial advisors.
Not every financial advisor is running to join the ETF bandwagon. CNBC FA Council member Tim Maurer gives three reasons to avoid ETFs.
The U.S faces a crisis as baby boomers head into retirement, partly as a result of the inequality of employees' retirement savings vehicles.
Proper financial planning has the power to transform your life, so be prepared to invest the time and energy to find the best advisor.
The top advice retirees would give to younger workers: Start saving now for retirement in order to max out compounded-interest gains.
Scammers are exploiting fears over the Heartbleed bug, so purported security fixes might be ploys to get consumer financial information.
A lack of insurance literacy could result in a costly surprise when it comes time to make a claim. Here are some common oversights to be aware of.
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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.