Most advisors are generalists, but some take advice to the next level by focusing on specific niches, such as doctors or gay couples.» Read More
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.
Because pre-retiree investors are accustomed to years of overspending, many may not be able to entirely curb those habits as they enter retirement.
No one likes the topics, but not dealing with the financial consequences of death and disability could mean unnecessary hardship.
Art and antiques investing is viewed as a hedge against stock market volatility. But this strategy comes with its own risks and expenses.
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.
Retirees cannot go on autopilot. Post-retirement financial planning is key to making your savings last in the golden years.
While there are pros and cons to annuities, some experts say they have their place because they act as insurance policies that protect retirees.
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.
CNBC's Sharon Epperson gets year-end tax planning advice from three leading financial advisors.
Financial advisors urge investors to re-balance their portfolios before year's end as part of a fourth-quarter annual financial review process.
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?
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.
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.
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.
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From main street to the C-suite, this global survey examines the role of corporations in society and the economy.
In-depth coverage on Alibaba's IPO, including roadshow coverage, expert analysis, and Alibaba's stock price.
With more than 1,600 ETFs now on the market, learn more about how advisors and investors are profiting from the ETF boom.
Most advisors are generalists, but some take it to the next level by focusing on specific niches, such as doctors or gay couples.
Control and certainty about asset transfers make trusts an attractive option for family businesses.
Naming the wrong people on the beneficiary form or failing to update financial documents can create a real mess for your heirs.