Americans working overseas remain subject to U.S. tax law and may face restrictions on investment and access to credit at home and abroad.» Read More
Workers often roll funds in former 401(k) plans into new IRAs, but there are at least 4 scenarios where doing so could be a mistake.
For your estate plan to remain valuable, avoid these eight mistakes, from "setting and forgetting" to picking the wrong trustee.
As clients go, family businesses usually have a complex and emotionally charged set of issues for their financial advisors to work through.
Traditional and Roth IRAs are both smart ways to grow retirement savings in a tax-efficient way—but the similarities end there.
Life transitions can take years; without advisor guidance, investors can lose valuable time figuring out what to do with their money.
There are fewer tax-code changes for 2014, but the expiration of 48-plus tax breaks might leave students, retirees and homeowners cold.
As retirement nears, 40- and 50-somethings should address four areas: risk mitigation, estate plans, investing strategy and financial plans.
Before making a beeline for sunnier climes, retirees should consider several important tax, cost, health-care and housing implications.
Divorce after 50 gets more financially complicated if couples are close to retirement. Here's why.
Only 15 percent of advisors specialize in niche clients but they account for a third of advisor assets. A look at five niche practice areas.
The IRS clarified how retirement-plan owners allocate pre- and post-tax dollars to rollovers; the latter can now be rolled into Roth IRAs.
Whether or not you plan to work past age 65, get retirement-ready today, in case life events force an early exit from the workforce.
When shopping for a financial advisor, it's important to carefully do your due diligence to ensure you're getting the value you deserve.
Target-date funds are considered a simple solution for retirement savers to invest with a hands-off approach.
Betterment Institutional hopes their cheap and automated personal investing platform will also catch on with financial advisors.
Family-run small businesses often fail in succeeding generations, but odds of survival can improve with careful management of human capital.
More boomers caring for aging parents are seeking help from the limited numbers of financial advisors fluent in elder-care issues.
Not every financial advisor is running to join the ETF bandwagon. CNBC FA Council member Tim Maurer gives three reasons to avoid ETFs.
Given today's socioeconomic realities, it's crucial that women, whatever their status, be able to handle financial matters for themselves.
Add sharing and giving back to working hard, respecting money and learning to save as basic skills children should learn.
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Americans working abroad are subject to U.S. taxes and may face restrictions on investment or credit at home and abroad.
Common mistakes made in retirement plans include pulling money out of bear markets and not spending wisely once retired.
Faced with a rise in online fraud, more advisors are instituting cybersecurity protocols to ensure clients' account integrity.