Pending June's Supreme Court ruling on same-sex marriage, married gay and lesbian couples face challenges due to the uneven legal landscape.» Read More
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.
With health-care costs a major concern in retirement, financial advisors can help clients understand Medicare coverage and anticipate expenses.
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Manisha Thakor of Buckingham and The BAM Alliance discusses how to gauge and manage comfort levels with investment risk.
Two surveys find a surprising number of Americans who are financially secure are literally worried sick about money.
Many put off retirement planning or think it's too late, but investors at any age can take steps to secure their futures.