A new study finds financial advice firms are lacking when it comes to security, accountability and recovery against cyberattacks.» Read More
An airtight estate plan takes the guesswork out of who gets what when you die and delineates your wishes for end-of-life medical decisions.
Bad decisions can undermine a lifetime's worth of financial planning. Here's a look at five of the worst mistakes retirees often make.
Entrepreneurs in love with the idea of launching their own business need to get level-headed and follow three simple tips for success.
The government has appointed Comerica as administrator for President Obama's myRA savings scheme but no private employers have signed up.
Thanks to low interest rates, refinancing student loans can be a solid strategy for managing personal debt. Just know the key questions to ask.
Financial services firm Edward Jones found 45 percent of workers are not saving for retirement, with young people the worst offenders.
How you distribute assets to a special needs beneficiary impacts not only eligibility for government benefits but also quality of life.
A look at the 10 most common investment scams, from Ponzi/pyramid schemes and life settlements to potentially shady annuities sales.
As more baby boomers age, some financial advisors are starting to specialize in doling out advice on maximizing Social Security benefits.
Employers expect to boost hiring of recent college grads this year, but students currently on the hunt may have missed their shot.
Advisors recommend several steps right away if you lose your job, such as cutting costs until you know where new income will come from.
Most advisors see reverse mortgages as an ill-advised last resort, but others say it can be a useful retirement-planning tool for seniors.
CNBC's Sharon Epperson talks to career expert Caroline Ceniza-Levine about the recent surge in contingent workers.
From automated reporting systems to videoconferences, technology is changing how independent RIAs are serving their clients.
It's wise to ask whether the 4 percent withdrawal rule is valid. The answer depends on asset allocation, time horizon and portfolio costs.
In career moves, the stakes are high and mistakes are often made. Here are 3 tips to ensure a successful, smooth transition.
Of the 150 largest U.S. cities WalletHub ranked, here are the 5 best—and 5 worst—places for a college grad to move in search of a career.
The sandwich generation, in their 40s and 50s, is overwhelmed by competing obligations, having to care for both kids and aging parents.
More financial advisors are attracting and building client relationships by tapping into emotional, social and other non-fiscal needs.
Whether retirees relocate for lifestyle or finance, they should blend life goals into spending plans—the best way to achieve true wealth.
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A new study finds financial advice firms are lacking when it comes to security, accountability and recovery against cyberattacks.
Stock risk drove many investors to alternative investments, but high costs and poor results render alts less than ideal.
Diahann Lassus, president and CIO of Lassus Wherley, discusses the good, bad and ugly of managing credit card debt.