Financial Advisor Hub


  • Insurance often ignored in financial planning Tuesday, 5 Nov 2013 | 10:25 AM ET

    No one likes the topics, but not dealing with the financial consequences of death and disability could mean unnecessary hardship.

  • Art, antiques investing is for the long haul Monday, 28 Oct 2013 | 10:15 AM ET

    Art and antiques investing is viewed as a hedge against stock market volatility. But this strategy comes with its own risks and expenses.

  • Over 50? Ask your financial advisor this Wednesday, 23 Oct 2013 | 4:22 PM ET

    How can you make sure you have enough money to retire? For boomers in their 50s and 60s that's their main question. Top advisors have the answers.

  • Post-retirement financial plans can save money Tuesday, 22 Oct 2013 | 7:00 AM ET

    Retirees cannot go on autopilot. Post-retirement financial planning is key to making your savings last in the golden years.

  • Fitting annuities into a retirement plan Thursday, 17 Oct 2013 | 11:33 AM ET

    While there are pros and cons to annuities, some experts say they have their place because they act as insurance policies that protect retirees.

  • Investors: Don't go it alone with 401(k) plan Tuesday, 15 Oct 2013 | 9:35 AM ET

    Most people in 401(k) plans have no idea how to manage them. That’s why professional advice can help individuals make smart investment choices.

  • According to a new study by the American Society of Pension Professionals & Actuaries, retirement funds could lose as much as 20 percent in value, reports CNBC's Sharon Epperson.

  • Alternative investments are not just for the super rich. In fact, “average” investors are using a wide range of alternative asset strategies.

  • Now is the time to start tax planning     Monday, 23 Sep 2013 | 10:00 AM ET

    CNBC's Sharon Epperson gets year-end tax planning advice from three leading financial advisors.

  • It's time for investors to rebalance portfolios Sunday, 29 Sep 2013 | 9:00 AM ET

    Financial advisors urge investors to re-balance their portfolios before year's end as part of a fourth-quarter annual financial review process.

  • Financial Crisis: Is it safe to invest again? Monday, 16 Sep 2013 | 11:02 AM ET

    Five years after the global financial crisis, investors are still leery of the markets and want to know is it safe to jump back in?

  • Financial advisors' takeaways from the 2008 crisis Monday, 16 Sep 2013 | 9:25 AM ET

    In the midst of the 2008 financial crisis, it took every ounce of resolve from advisors to keep investor/clients calm and convince them good times would return.

  • Financial advisors: It's year-end planning season Tuesday, 10 Sep 2013 | 9:04 AM ET

    For those who believe financial plans can wait until December, think again. Financial advisors stress that now is the time to get serious about your financial planning checkup.

  • How to get the most out of your college savings Monday, 26 Aug 2013 | 2:36 PM ET

    When it's finally time to start drawing down that 529 account, here's how to make sure you take advantage of tax breaks and make smart choices.

  • Boomers use self-employment to stretch savings Wednesday, 7 Aug 2013 | 2:33 PM ET

    Being their own boss is easing the transition to retirement for some boomers. Ten percent of workers 45 to 74 plan to start a business, according to a recent survey by AARP.

  • Rethinking that 4% retirement rule Tuesday, 6 Aug 2013 | 11:56 AM ET

    A retirement formula devised in the 1990s doesn't seem to hold up in an environment of low-yielding bond, volatile stock markets and inconsistent returns.

  • What's the magic retirement withdrawal number? Friday, 19 Jul 2013 | 1:16 PM ET

    Should you take 3% from your retirement each year? 4%? More? It depends on how much your savings will earn, how long you live, and changing inflation, so start calculating now.

  • Dreams delayed: Young people put off parenthood Wednesday, 10 Jul 2013 | 6:00 AM ET

    Hobbled by student loan debt and a weak job market, many young adults wonder if they'll ever be comfortable enough financially to have kids.

  • Same-Sex Marriage Ruling: A Financial Game Changer Wednesday, 26 Jun 2013 | 2:38 PM ET
    Hundreds of people gather outside the US Supreme Court building in Washington, DC on June 26, 2013 in anticipation of the ruling on California's Proposition 8, the controversial ballot initiative that defines marriage as between a man and a woman.

    The Supreme Court’s ruling on gay marriage isn’t just an emotional victory for same-sex spouses. It’s a practical one that will usher in a sea change and prompt lawsuits.

  • Behind on Retirement, Gen X Still Doesn't Get It Saturday, 22 Jun 2013 | 3:43 PM ET

    A new report portrays Generation X as the most direly affected by the retirement savings crisis, and suggests their spending habits are to blame.


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About Financial Advisors

  • Through a series of special reports listed in the tabs above, the FA Hub provides investors with straightforward, informative and relevant content that will make investment plans and strategies more transparent and easier to understand.


  • CNBC's Senior Editor at Large, focusing on financial advisors and their investor clients' long-term planning. Follow him on Twitter @jimpavia.

Financial Advisor Council

  • Cathy Curtis, CNBC Financial Advisory Board

    Founder, owner, Curtis Financial Planning

  • Ric Edelman

    Ric Edelman is chairman and CEO of Edelman Financial Services, author, TV and radio host, and frequent speaker on personal finance.

  • President, CEO, Francis Financial

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