Should retirees pay off their mortgage? The strategy depends on taxes, asset and income levels and attitude toward debt and investment. » Read More
By: Tim Sobolewski, president of The Financial Planning Center; and Wendy B. Pegan, founder/director of The Creative Relationship Center
When it comes to retirement, whatever money an older divorcing couple has needs to be divided — often after an expensive legal bill. » Read More
By: Joe Burns, managing director at iCapital Network
The recent past was great for long-only risk assets, but hedge funds provide unique advantages for investors, including diversification. » Read More
By: Jim Pavia
Rianka Dorsainvil, financial advisor to the millennial set, explores all the 401(k) options available to savers when changing jobs. » Read More
There are many opportunities for leveraging the power of a 401(k). Advisors shared with CNBC.com the smartest and dumbest ways they've seen.
By taking advantage of the backdoor IRA strategy, high-income earners can have more tax-free funds available in retirement.
See what International Living ranks as this year's top 5 easiest places to move abroad for retirement or just for a change of pace.
One million dollars isn't some amazing amount of money, says one advisor. In fact, it may not even be enough for a comfortable retirement.
Many investors, even those who work with a financial advisor, have no idea how much money they would lose in a stock market crash.
As the investment advisory industry becomes more client-centric, advisors are working in non-traditional ways, tapping non-financial skills.
Here are nine easy ways to help keep your financial data out of the hands of cybercriminals.
Even if you've never saved, entering your 50s offers certain opportunities you should seize to begin preparing for your golden years.
Investors who have avoided the market or had a liquidity event have some things in common regarding investing readiness — or lack thereof.
Trust is the key reason clients opt for one financial advisor over another. Here are steps advisors can take to build a solid relationship.
Author and life coach Tony Robbins urges Americans to get educated about the fees they pay for portfolio management and retirement saving.
Investors usually have a good reason for being bullish on a stock when they buy it. But few investors ask: What am I betting against?
Protection funds, a marriage between modern portfolio theory and risk pooling/insurance, can help with highly appreciated stock positions.
Younger advisors are playing an increasingly important role in capturing the $30 trillion boomers are passing on to their kids.
To help ensure that you're savvy about your own finances, here's a list of the top 10 key terms that you should know.
Financial advisors differ on how often to rebalance client portfolios but agree it's important in order to optimize asset allocation.
Some are letting emotions and political passions drive financial decisions, which studies show is anathema to good investment outcomes.
When considering a fee structure, advisors should take stock of the overall client experience they provide to all tiers of clientele.
Companies having too much cash on hand is almost as bad as having too little when it comes to auguring future returns to shareholders.
Being fiscally fit for retirement is a must, but don't neglect the emotional, physical and social components of your golden years.
Should retirees pay off their mortgage? The strategy depends on taxes, asset/income levels and attitude toward debt.
When it comes to retirement, whatever money an older divorcing couple has needs to be divided — after high legal bills.
The recent past was great for long-only risk assets, but hedge funds provide unique advantages for investors.