Advisors recommend you reassess your financial plan after every major life event to ensure you are shielded from financial curveballs.» Read More
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.
Retirement means shifting from putting money into retirement accounts to taking money out. Take these 7 steps to streamline finances.
Workers don't take full advantage of employers' 401(k) plans, which means leaving money on the table, says Rich Coppa of Wealth Health.
Successful investing boils down to creating consistent, winning strategies and regularly measuring them, author Tony Robbins tells CNBC.
Newly employed young people can get into financial trouble fast. Luckily, financial advisors have tips for the youngest investors.
Given low bond yields, the less risky side of asset allocation strategies could use revising, such as the use of merger arbitrage funds.
Complex and costly, reverse mortgages are frowned upon by many advisors, but they can be useful to certain retirees, thanks to new safeguards.
Is the 4.5% rule ironclad? Of course not; it's just a starting point. But it has helped many retirees protect their income streams.
The rubber's hitting the road for baby boomers nearing retirement, who must convert nest eggs into a stream of income they won't outlive.
Taking the time to rebalance your portfolio will ensure that your investment goals are still on track as life events occur.
Americans will change bad spending and saving habits only when financial literacy efforts start to leverage big data and digital tools.
Financial education programs abound for current and former military service members. How well they work is another story.
Americans are eligible for Social Security benefits from age 62, but most financial planners advise delaying claims to maximize payouts.
Investors sell at the worst time and wait too long to get back into stocks. The 'market top' and 'going to cash' calls aren't a strategy.
As geopolitical and economic crises threaten to roil markets, now might be the time to devise a plan to handle any potential market selloff.
Rather than maximizing potential returns through big chunks of stocks in their portfolios, young investors are taking a cautious approach.
Accelerating deductions, harvesting losses and timing investment income can help taxpayers lower the 2014 tax bite from Uncle Sam.
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Financial advisors stress that now is the time for investors to get serious about year-end financial planning checkup.
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Advisors recommend you reassess your financial plan after major life events to ensure you are shielded from financial curveballs.
MarketCounsel's Brian Hamburger points to the parts of the SEC's Form ADV that help consumers find a financial advisor.
More Americans are working past retirement age, either by necessity or choice—or, increasingly, a combination of both.