Richard Coppa of Wealth Health explains that investors should weigh the risks and rewards of alternatives before allocating any funds.» Read More
There are several ways and reasons to tap retirement funds before age 59½, but advisors say loss of future gains might not be worth the cash today.
Common mistakes people make with estate plans are easy to fix, but it's key to review or update documents regularly, say financial advisors.
Investors planning to buy a mutual fund in a taxable account by the end of the year can get stuck paying taxes on gains they didn't earn.
You can now roll your 401(k) assets into your company's pension plan and the Pension Benefit Guaranty Corp. will guarantee the portion you roll over.
Senior editor at large Jim Pavia discusses using options strategies against market drag with Carson Wealth research director Brett Carson.
Growth in target-date funds and robo-advisors has led many to believe there's no point in paying advisors for help with asset allocation.
Some advisors say if you have the wherewithal and know-how, build a 401(k) portfolio that provides an individualized investment approach.
A Morningstar five-star rated fund manager reveals the secrets to his success and what he's looking for in 2015.
New government guidelines that allow 401(k) plans to offer annuities as an option are helping retirees ensure post-career cash flow.
Retirees who start tapping nest eggs during a bear market will come up short, but taking steps now to ensure a resilient portfolio can help.
In year-end meetings, advisors are helping clients stressed out by the economy and government to get their financial houses ready for 2015.
The Columbus Blue Jackets player filed for bankruptcy in October after his parents poorly managed his assets for four years.
Retirement means shifting from putting money into retirement accounts to taking money out. Take these 7 steps to streamline finances.
Workers don't take full advantage of employers' 401(k) plans, which means leaving money on the table, says Rich Coppa of Wealth Health.
Successful investing boils down to creating consistent, winning strategies and regularly measuring them, author Tony Robbins tells CNBC.
Newly employed young people can get into financial trouble fast. Luckily, financial advisors have tips for the youngest investors.
Given low bond yields, the less risky side of asset allocation strategies could use revising, such as the use of merger arbitrage funds.
Complex and costly, reverse mortgages are frowned upon by many advisors, but they can be useful to certain retirees, thanks to new safeguards.
Is the 4.5% rule ironclad? Of course not; it's just a starting point. But it has helped many retirees protect their income streams.
The rubber's hitting the road for baby boomers nearing retirement, who must convert nest eggs into a stream of income they won't outlive.
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Advisor Richard Coppa says investors should weigh the risks and rewards of alternatives before allocating funds.
Many say the current regime for examining the some 11,500 registered investment advisors in the U.S. is inadequate.
New research shows that while few use robo-advisors, many are interested in online automated advisory services.