There are dangers in 401(k) rollovers, especially when retiring early, but most mistakes can be avoided with some careful planning. » Read More
By: Rachel Podnos, financial planner at Wealth Care
The 30-year fixed-rate mortgage is the most common way Americans attain homeownership. But don't assume it's your best bet. » Read More
By: Sarah O'Brien
Although advisors often caution against their use, variable annuities can be the best option for a portion of retirement savings. » Read More
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.
From comics to wine, investors are turning their personal interests into cash.
Many investor clients of financial advisors are clueless or unaware of hidden fees or non-transparent fees they pay as part of investment management.
Complex, scary and off-putting to investors, alternative investments are increasingly being used by financial advisors in sound investment portfolios
With public and private pension plans complex and underfunded and people living longer, reevaluate pensions as part of retirement planning at year-end
Getting a handle on weekly cash flow will likely have more of an impact on someone’s life than any other aspect of personal financial planning.
Whether it's money you were banking on or a pleasant surprise, an inheritance is a gift that should not be frittered away. Here are ways to make the most of a bequest.
When young adults are starting to build a financial plan for their life, one of the hardest things to figure out is what to ask a financial advisor.
'Tis the spending season: Certified financial planner Brittney Castro offers five tips on how to save on those budget-busting annual holiday expenses.
There are dangers in 401(k) rollovers, especially for early retirees, but mistakes can be avoided with careful planning.
The 30-year fixed-rate mortgage is the most common way to attain homeownership. But don't assume it's your best bet.
Making your money last through retirement used to be easy. Now it's one of the biggest challenges this generation faces.