Getting a tax deduction makes giving to charity a little more rewarding. However, people don't always get deductions they're entitled to. » Read More
When setting up a special needs trust for a loved one, it's important to consider costs, type of trust and choice of trustee and caretaker.
Rianka Dorsainvil, president of Your Greatest Contribution, lists the 10 biggest investing errors Gen Y is making today.
An option to sell specific stock and bond market segments can cover some or all of your investment portfolio risk.
Shark Tank's Kevin O'Leary offers a solution for younger investors to have a diversified portfolio with a low investment threshold.
Decisions by Medicare and Social Security boards of trustees may mean the average retiree's Social Security benefit will start taking a hit.
Widowhood or divorce can mean having to master some new financial skills — at exactly the time you're least equipped to deal with it.
Up to a third of savers have cashed out a retirement plan. Financial advisors share worst-case scenarios they have witnessed.
Many Americans don't stay tax-compliant while living abroad, but this choice is becoming increasingly risky, for five very good reasons.
Comedian John Oliver ranted about advisors' fiduciary obligations. The DOL gave it a shot; now it's the SEC's turn to step up to the plate.
With many people living 30 years after retiring, ensuring you don't outlive your nest egg requires self-introspection and number-crunching.
Money managers keep an eye on unloved companies, and Catherine Wood of ARK Invest and Christopher Retzler of Needham Fund are no exception.
Moving from riskier to safer investments as you age remains a valid approach, but modern lifestyle changes require some tweaking over time.
While estate planning is often associated with the wealthy, financial advisors say most Americans can benefit from it.
Actively managed mutual funds may no longer be the best way to gain exposure to equities and fixed-income asset classes.
Professional designations abound, and investors expect to see them listed after a financial advisor's name. But what do they really mean?
CNBC's Sharon Epperson discusses next-generation tech-stock buys with Catherine Wood of Ark Invest and Christopher Retzler of Needham Funds.
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Getting a tax deduction makes giving a little more rewarding. However, people don't always get deductions they're entitled to.
Trump advisor Anthony Scaramucci does not speak for financial advisors when he compares the fiduciary rule to slavery.
Several Social Security "criminal" regulations bar Americans convicted of crimes from accessing retirement benefits.