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  • 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.

  • How to Know When You Need a Prenup Tuesday, 18 Jun 2013 | 12:49 PM ET

    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.

  • Forgot to 'Google' Your Financial Advisor? Tuesday, 18 Jun 2013 | 12:46 PM ET

    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.

  • Divorcing a Bully, Protecting Your Finances Tuesday, 18 Jun 2013 | 10:35 AM ET

    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.

  • 3 Ways Boomers' Retirement Looks Better Monday, 17 Jun 2013 | 9:38 AM ET

    More upbeat about their prospects, Boomers are reshaping traditional notions of how the golden years should be lived.

  • 7 Things Your Financial Advisor Should Never Say Friday, 14 Jun 2013 | 2:44 PM ET

    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.

  • 5 Bond Questions to Ask Your Financial Advisor Thursday, 13 Jun 2013 | 5:54 PM ET

    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.

  • Financial Literacy Education Not Making the Grade Tuesday, 4 Jun 2013 | 7:47 AM ET

    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.

  • Sharpest Move by Bill Gates, Warren Buffett Is ... Monday, 3 Jun 2013 | 9:08 AM ET

    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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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

  • Sheryl Garrett

    founder, the Garrett Planning Network

  • Ed Gjertsen

    Vice president, Mack Investment Securities; president, 2014, Financial Planning Association

  • Barry Glassman, CNBC Financial Advisory Board

    Founder and president, Glassman Wealth Services

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