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
Looking to avoid taxes on Roth IRA conversions? Choose a "backdoor" Roth or wait for a life event to lower your tax bracket.
As an individual investor, you should be armed with information: Do you know the difference between a fiduciary and a suitability standard?
Investors adding liquid alternatives to portfolios must know that research, moderation and patience are key to success in this asset class.
Succession planning for financial advisors is essential because it's about protecting and ensuring that clients' needs are properly met.
As ex-Yankee Jorge Posada sues his financial advisors for fraud, advisor Ed Butowsky says far too many athletes lack financial literacy.
HighTower's Elliot Weissbluth and David Pottruck say robo-advisors may introduce additional investors to financial-planning services.
The decision to file as early as possible for Social Security benefits will cost many Americans hundreds of thousands of retirement dollars.
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.
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A globe-trotting look at the world of investing, from developed Europe and Asia trends to the least-traveled frontier markets.
With the average worker changing jobs every five years, here's a look at four approaches to handling 401(k) balances.
Before serving as an executor, educate yourself on the work involved and assess whether you're able to handle the job.
From the max you should spend on a mortgage to how long a bankruptcy stays on a credit report, test your money know-how.