Financial advisors who opt to target client segments with whom they closely identify are finding fulfillment and profit in their endeavours.» Read More
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.
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.
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.
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.
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.
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.
A new report portrays Generation X as the most direly affected by the retirement savings crisis, and suggests their spending habits are to blame.
Prenuptial agreements are common among the financial elite. Divorce settlements can be astronomical. But in some cases, prenups may make sense for the 99 percent.
Google is your best friend when it comes to catching a financial advisor with dreams of pulling off a Ponzi scheme before they make off with your money.
You don't have to be Rupert Murdoch or his wife, Wendi Deng, to know that divorce can require as much preparation as a military campaign.
More upbeat about their prospects, Boomers are reshaping traditional notions of how the golden years should be lived.
If the only time you hear your advisor's voice is on their answering machine, or they're unresponsive to email, find someone else who makes time for you.
The recent turmoil in the bond markets and performance dip in higher-risk bond funds is a chance for investors to reevaluate their investment approach with their financial advisor.
Despite a proliferation of games and apps, and efforts by schools to teach the subject, financial literacy declined between 2009 and 2012, a survey shows.
Figuring out a relatively smooth and peaceful way to leave wealth to future generations is very tricky business for wealthy families, and often leads to a blood feud.
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Tips on the best-performing portfolio strategies and global market trends that can help you become a smarter investor.
From family-run companies to public companies with family ownership, we tackle challenges and rewards facing family businesses.
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Financial advisors who opt to target clientts with whom they identify are finding fulfillment and profit in their endeavours.
Many investors with money in IRAs or 401(k)s struggle with what to do when life circumstances change. A look at some options.
Many think estate planning is only for the rich, but it's recommended that everyone state their wishes in a will.