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
The growth of robo-advisors has forced traditional advisor firms to strategize and rethink the services and value they provide to clients.
In a world of instant gratification, it's important to learn to save and manage money. Here are 20 novel ways to save and build a nest egg.
Changing careers can be daunting. CNBC's Sharon Epperson talks to career coach Caroline Ceniza-Levine about how and whether to do it.
Traditional financial advisors and new automated robo-advisor competition differ in price, services, approach and degree of personalization.
A look at the many ways financial advisors are incorporating insurance expertise into the services they offer clientele.
While many retirees opt to downsize their home to save money, a move should also be about location and quality of life, say experts.
Automated, algorithm-based robo-advisor portfolio managers are gaining a foothold with some traditional financial advisory firms.
Income from corporate and risky jobs can yo-yo like stocks, while paychecks from tenured or government jobs behave more like bonds.
An airtight estate plan takes the guesswork out of who gets what when you die and delineates your wishes for end-of-life medical decisions.
Bad decisions can undermine a lifetime's worth of financial planning. Here's a look at five of the worst mistakes retirees often make.
Entrepreneurs in love with the idea of launching their own business need to get level-headed and follow three simple tips for success.
The government has appointed Comerica as administrator for President Obama's myRA savings scheme but no private employers have signed up.
Thanks to low interest rates, refinancing student loans can be a solid strategy for managing personal debt. Just know the key questions to ask.
Financial services firm Edward Jones found 45 percent of workers are not saving for retirement, with young people the worst offenders.
How you distribute assets to a special needs beneficiary impacts not only eligibility for government benefits but also quality of life.
A look at the 10 most common investment scams, from Ponzi/pyramid schemes and life settlements to potentially shady annuities sales.
As more baby boomers age, some financial advisors are starting to specialize in doling out advice on maximizing Social Security benefits.
Employers expect to boost hiring of recent college grads this year, but students currently on the hunt may have missed their shot.
Advisors recommend several steps right away if you lose your job, such as cutting costs until you know where new income will come from.
Most advisors see reverse mortgages as an ill-advised last resort, but others say it can be a useful retirement-planning tool for seniors.
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CNBC looks at how technology, product development, succession plans and client relations impact financial advisory firms.
Trailblazers leveraging the power of technology and innovation to grow their business—and disrupt the competition.
Is an active twist on passive investing the right portfolio move? An inside look at the rise of ETF strategists.
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.