A tax deduction is not a given each time you open your wallet for a worthy cause. So be sure to check with an advisor first.» Read More
Moving in retirement can have a major impact on living standards, target retirement dates and even the health of a marriage, say advisors.
Bankers Life recently ranked 60 U.S. metro areas in order of health and affordability for retirees. A look at the top 10 cities.
Bill Harris, CEO of Personal Capital, explains the pros and cons, risks and rewards of high current income mutual funds as an investment.
Thanks to growth in money management, the ability to create a diversified, low-cost investment portfolio has never been greater.
CNBC ranks the top 50 money managers for 2015, based on total assets under management, total number of accounts and average account size.
Fee-based financial advice has grown from a cottage industry of early pioneers to the preeminent business model in the advisory landscape.
This year-end financial checklist will help you find savings and take advantage of opportunities while they are still available in 2015.
Test your knowledge of the ins and outs of home loans with this quick six-question quiz.
Before buying, investors should do a little legwork to determine which kinds of luxury purchases are likely to appreciate in value.
Pensions are a thing of the past, so millennial workers must plan and save for their own retirements, but technology can step in and help.
Despite massive inflows into passive investments, managed mutual funds may have a place in the average investor's portfolio.
Rich Coppa, managing director of Wealth Health, explains expense ratio, the cost of operating and investing in a fund such as a mutual fund.
No advisor compensation model is perfect, and all pose conflicts of interest investors need to be aware of and advisors need to manage.
From dividends to maturity dates, test your knowledge of financial terminology and practices with these 5 questions.
Socially responsible investing has caught on broadly and now accounts for nearly one-fifth of the money under professional management.
The cornerstone of any Social Security strategy is figuring out how to time claims to maximize the size of your eventual benefits.
Stacy Francis, president and CEO of Francis Financial, explains the Consumer Price Index and how it can impact investors' financial futures.
Some advisors say age-based 529 plan portfolios, which ignore economic ups and downs, are too "cookie-cutter" for many parents' needs.
Target-date funds are an improvement on money market funds as retirement vehicles, but investors might do better on their own, say advisors.
A new survey from CareerCast.com finds that 6 of the 10 top-paying jobs are in health care-related fields.
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A tax deduction is not a given each time you open your wallet for a worthy cause. So be sure to check with an advisor first.
As the end of the year approaches, it's a good time to check your financial situation by reviewing important documents.
Advisors Lazetta Rainey Braxton and Shannon Eusey caution savers to maximize 401(k) opportunities but avoid pitfalls.