As the investment advisory industry becomes more client-centric, advisors are working in non-traditional ways, tapping non-financial skills. » Read More
By: David Robinson, founder and CEO of RTS Private Wealth Management
Investors who have avoided the market or had a liquidity event have some things in common regarding investing readiness — or lack thereof. » Read More
Most 401(k) plans allow account holders to borrow from their balances. Two financial experts debate the merits of taking 401(k) loans.
Before doling out money to support adult children, make sure you are prepared for retirement. It will ultimately benefit the entire family.
With financial services a prime target for cyberattacks, many advisors say electronic safety of data and assets should be a priority.
Author and life coach Tony Robbins and his colleague Peter Mallouk have some advice for President Trump — about taking advice.
Reverse mortgages can help seniors stay in their homes and cut expenses and are more flexible than mortgages or home-equity loans.
Won a windfall? Go slow, work with experts, figure out how much you can spend and then stay on track. If you have problems, see a therapist.
Annuities often get a bad rap. Here's a primer on the pros and cons of what can in fact be an effective retirement-income vehicle.
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.
The $611 billion choice.
Financial advisors can help protect retirement savings with an array of innovative approaches, from reverse mortgages to structured notes.
Fear of falling into debt keeps many young people from applying for credit cards, but managed, they are key to long-term financial health.
Buying your first house or apartment? Here is a list of the top 11 spots where you stand the best chance of success — and serenity.
Canada's potential marijuana legalization could lure cannabis connoisseurs from the United States, NBC News reports.
Preparing client portfolios for retirement requires optimizing and coordinating all of its moving parts, built over the decades.
Proper beneficiary planning can ensure you don't accidentally disinherit your loved ones due to oversight or mismanaged paperwork.
Investment fees can take a big bite out of returns earned in 401(k) accounts and dramatically reduce nest eggs accumulated over decades.
The conversation around the now-delayed fiduciary rule creates a timely opportunity to ask the right questions of your financial advisor.
Livability.com compiled its fourth annual list of the 100 best places to live in the US. CNBC.com shares the top 10 finalists.
By taking advantage of the back-door IRA strategy, high-income earners can have more tax-free funds available in retirement.
If you're just out of college, planning for retirement can be overwhelming, especially if you're not familiar with financial terminology.
As investment advice becomes more client-centric, advisors work 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, your 50s offer opportunities you should seize to begin preparing for your golden years.