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
If remarrying, update your estate plan to ensure your new spouse and existing heirs have clear guidelines on your inheritance wishes.
Financial advisors are playing catch-up with technology offerings to attract the 71 percent of millennials who don't use their services.
Lifetime medical-care costs can average $245,000 for a 65-year-old couple, so it's important to factor in health costs when saving.
Before agreeing to live in a multigenerational extended-family household, you need to iron out the financials around the kitchen table.
A 401(k) plan is a wonderful savings vehicle, but many are plagued with huge commissions, high expense ratios and extra, hidden fees.
Certified financial planner Tim Maurer of Buckingham and the BAM Alliance debunks 10 of the most common myths about 401(k) plans.
For investors, cybercrime can be especially painful if personal data and information about investment accounts get into the wrong hands.
It's important to research how to pay for potentially high long-term care costs to avoid depleting your retirement funds.
Financial advisors recommend paying attention to the presidential front-runners' proposals affecting your wallet — for better or worse.
Having a plan to determine giving throughout the year can help avoid headaches at year-end and maximize the impact of donations.
A Nationwide Retirement Institute study found 12 reasons retirees of all ages are claiming Social Security benefits early.
Trusts are a powerful tool for people to manage assets for themselves, their families and beneficiaries during their lifetime and afterward.
CNBC's Sharon Epperson discusses preferred technology stock buys with Catherine Wood of ARK Invest and Christopher Retzler of Needham Funds.
It's time to speak with a financial professional to discuss goals, risk tolerance and strategies to mitigate any investment volatility.
Many people approaching retirement or who are already retired have misunderstandings or misconceptions about Social Security.
Lackluster portfolio performance is a top reason investors switch financial advisors, along with poor communication and bad advice.
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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.