Contrary to negative stereotypes, millennials are a caring, savvy generation to which advisors would be wise to tailor marketing efforts.» Read More
Burned by the Great Recession, investors still play it safe, but advisors say hesitancy to invest for growth hurts the size of nest eggs.
A new law now allows workers to invest 401(k) funds in pension plans, but savvy investors may want to steer clear of the new scheme.
Most Americans lack even a basic understanding of how to make their retirement nest egg last, a new survey finds.
Sharon Epperson interviews Fidelity Investments' Kathleen Murphy about asset allocation in retirement plans.
Year-end client meetings are key because they allow financial advisors the chance to set realistic expectations about portfolio risk.
Individuals should put a bonus to work in a retirement plan rather than view it as money that's above and beyond normal income.
The 4% investment withdrawal rate in favor since the early 1990s no longer guarantees retirement income, says Betterment CEO Jon Stein.
Thanks to irreversible socioeconomic changes, most Americans have to radically change their idea of what retirement looks like.
There are several ways and reasons to tap retirement funds before age 59½, but advisors say loss of future gains might not be worth the cash today.
Common mistakes people make with estate plans are easy to fix, but it's key to review or update documents regularly, say financial advisors.
Investors planning to buy a mutual fund in a taxable account by the end of the year can get stuck paying taxes on gains they didn't earn.
You can now roll your 401(k) assets into your company's pension plan and the Pension Benefit Guaranty Corp. will guarantee the portion you roll over.
Senior editor at large Jim Pavia discusses using options strategies against market drag with Carson Wealth research director Brett Carson.
Growth in target-date funds and robo-advisors has led many to believe there's no point in paying advisors for help with asset allocation.
Some advisors say if you have the wherewithal and know-how, build a 401(k) portfolio that provides an individualized investment approach.
A Morningstar five-star rated fund manager reveals the secrets to his success and what he's looking for in 2015.
New government guidelines that allow 401(k) plans to offer annuities as an option are helping retirees ensure post-career cash flow.
Retirees who start tapping nest eggs during a bear market will come up short, but taking steps now to ensure a resilient portfolio can help.
In year-end meetings, advisors are helping clients stressed out by the economy and government to get their financial houses ready for 2015.
The Columbus Blue Jackets player filed for bankruptcy in October after his parents poorly managed his assets for four years.
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Financial advisors stress that now is the time for investors to get serious about year-end financial planning checkup.
A series of high profile cyber attacks has created huge economic opportunity as businesses look to fend off future attacks.
Is an active twist on passive investing the right portfolio move? An inside look at the rise of ETF strategists.
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.
A Milken Institute report finds the top 10 cities in which to age successfully lie outside the expected Sun Belt states.