Mexico's image as an emerging-market star has taken a pounding in recent weeks but here's why investors shouldn't give up, says UBS's Jorge Mariscal.» Read More
Military families need to be extra smart when it comes to financial planning, such as securing benefits long before departing the service.
The "golden years" could be pretty rocky for one in four Americans, and roughly a third of young "Millennials", if they don't sock away some cash.
With many boomers facing retirement-saving shortfalls, the time to sell beloved collectibles may be right now, while the markets are hot.
Between student-loan debt and coming of age during the financial crisis, millennials have a big problem with their retirement planning.
Government statistics project 70 percent of Americans over age 65 will eventually need long-term care, but most people aren't prepared.
Robo-advisor firms are positioning themselves to cater to underserved investors who do not meet traditional wealth-management minimums.
The financial advice industry faces shortages, but colleges are launching degree programs in financial planning to fill the training gap.
Age-based investing has become an efficient concept to sell investments, but it's also full of myths that fall short of meeting true investor needs.
From social networking profiles to online bank accounts, it is essential to plan what will happen to your virtual life once you are gone.
Married same-sex couples are recognized by the federal government and some states, but couples still must watch for pitfalls.
Whether you win a lottery or get picked in the NFL draft, careful planning is required to avoid going bankrupt, as do most suddenly rich.
Many families, with skewed perceptions of cost, are flummoxed about how much to save for college and how to navigate the world of financial aid.
An inability to attract young people is challenging a financial advisory industry facing a wave of advisor retirements in the next two decades.
The CNBC Digital editorial team presents its inaugural list of the Top 100 Fee-Only Wealth Management Firms in the U.S., compiled with Meridian-IQ.
Thanks to an ever-widening wealth gap in the U.S., financial advisors may turn to tech solutions to better serve less-affluent clients.
Retirees face the challenge of generating and maintaining the income they need in retirement but a solution called "reverse engineering" can help.
A primer on credit scores, which determine consumer access to money in the form of interest rates, savings and access to jobs and housing.
Second only to mortgages as the largest form of debt, student loans affect nearly 40 million Americans, many of whom may never recover financially.
Men are overconfident and women too timid. Or so go the clichés about gender and investing. Here's the truth and how it can help you plan finances.
Making trades based on emotion, whether on the market or individual stocks, can be treacherous without sufficient knowledge and research.
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Financial advisors stress that now is the time for investors to get serious about year-end financial planning checkup.
Is an active twist on passive investing the right portfolio move? An inside look at the rise of ETF strategists.
Profiles of philanthropists and entrepreneurs who are addressing huge global challenges—from climate change to hunger.
Mexico's image as an emerging-market star has taken a pounding in recent weeks but here's why investors shouldn't give up, says UBS's Jorge Mariscal.
Contrary to stereotypes, millennials are a savvy generation to which advisors would be wise to tailor marketing efforts.
Want to avoid taxes on Roth IRA conversions? Choose a "backdoor" Roth or wait for a life event to lower your bracket.