A tax deduction is not a given each time you open your wallet for a worthy cause. So be sure to check with an advisor first.» Read More
A family home may house fond memories, but it can be a millstone for retirees, who should weigh leveraging home equity to stretch savings.
Geri Pell, CEO of Pell Wealth Partners, explains how social impact investing integrates environmental, social and governance factors.
If retiring soon, a good back-of-the-napkin estimate is to have a portfolio about 25 times the value of your annual retirement income.
Pending June's Supreme Court ruling on same-sex marriage, married gay and lesbian couples face challenges due to the uneven legal landscape.
Classic retirement calculators don't factor in important variables such as spousal Social Security and where investors plan to retire.
This year's NFL draft will mint scores of new millionaires, but many who get rich quick lose it just as fast. Here are 8 tips to stay rich.
We all dream of what we'll do in retirement, but many people about to retire, no matter their finances, fear they're not prepared emotionally.
Career coaches help clients with everything from creating a social media presence to emotional issues, such as improving work-life balance.
A PR plan is essential for growth, but a new study found only 32 percent of advisors have a position dedicated to marketing.
Due to a longer life expectancy, Americans need more retirement income than past generations. Here are four ways to fortify your nest egg.
It's reasonable to want to help adult children financially, but doing so can foster dependence and endanger your retirement, say advisors.
The oldest boomers turn 69 this year, yet many are not ready to stop working—transforming not just retirement but the workplace itself.
A new study finds that while most Americans think their finances need improvement, more than a third still do nothing about it.
CNBC Digital Financial Advisors Council member Tim Maurer shares 10 tips advisors can use to differentiate themselves from the competition.
Advisors are fielding more client calls than ever as markets soar, the Fed ponders a rate rise and health costs continue to escalate.
The growth of robo-advisors has forced traditional advisor firms to strategize and rethink the services and value they provide to clients.
In a world of instant gratification, it's important to learn to save and manage money. Here are 20 novel ways to save and build a nest egg.
Changing careers can be daunting. CNBC's Sharon Epperson talks to career coach Caroline Ceniza-Levine about how and whether to do it.
Traditional financial advisors and new automated robo-advisor competition differ in price, services, approach and degree of personalization.
A look at the many ways financial advisors are incorporating insurance expertise into the services they offer clientele.
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A tax deduction is not a given each time you open your wallet for a worthy cause. So be sure to check with an advisor first.
As the end of the year approaches, it's a good time to check your financial situation by reviewing important documents.
Advisors Lazetta Rainey Braxton and Shannon Eusey caution savers to maximize 401(k) opportunities but avoid pitfalls.