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
Investors looking to reduce exposure to stocks while keeping their money working for them should check investments in long/short equity mutual funds.
Financial advisor Cathy Curtis cautions first-time homebuyers to thoroughly analyze savings, earnings and costs before making a first down payment.
A sound financial plan makes sense for anyone looking to fund a child's college education, plan for retirement or to buy a dream home.
The 2013 trend was toward positive net flows for mutual funds and ETFs. This trend will likely remain positive but volatile in the short term.
With a likely rise in bond rates, financial advisors recommend diversifying fixed-income allocations and assuming greater risk to meet income needs.
Many invest for higher-education via 529 plans, but Roth IRAs also offer distinct, tax-free advantages as college savings investment vehicles.
Investors in their 30s are prone to missteps that can derail long-term savings plans, such as funneling too much money into homes and 401(k) plans.
You’re young and just came into some money. You’d like to pile it away for a few decades in a low-cost fund. What’s the best ‘Desert Island Fund’?
The January stock barometer has been right in 62 of the last 85 years.
Faced with debts, expenses and low income, some Gen Y workers put off financial planning for retirement, but it's best to save earlier and smarter.
From diversifying and rebalancing portfolios to avoiding IPOs and long-term bonds, these tips get you back on track with financial planning in 2014.
While some investors are still worried that commodity prices will continue to fall, others are jumping in.
Survey of financial advisors by CNBC and the Financial Planning Association finds a preference for stocks, overseas markets and strategic investing.
Many put off retirement health-care plans, but most cost and care worries are addressed by healthy living, dialogue and financial advice.
Converting traditional IRA or 401(k) savings to Roth IRAs burdens people who plan to retire in no-income-tax states with unnecessary state taxes.
Advisors and analysts say a recovering economy, and the Fed's taper and zero-interest-rate policy, could complicate investment planning in 2014.
Financial advisors list rebalancing portfolios in a bull market, rising interest rates and government gridlock as top concerns for investors in 2014.
If you're lucky enough to hit the jackpot, the right financial planner can help you avoid mistakes that have bankrupted other winners.
A 401(k) plan is the main source of retirement for many workers and yet plans are often ignored and not reviewed.
Before surrendering an annuity, investors need to make sure they understand the consequences of these complex investment products.
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.