Succession planning for financial advisors is essential because it's about protecting and ensuring that clients' needs are properly met.» Read More
Years of record-breaking market highs have led investors to forget that accepting risk is inherent in any long-term investment strategy.
Americans say medical costs in retirement are their biggest financial concern, yet most have not factored those expenses into their plans.
Complex benefits plan options from employers can leave workers unsure of how to choose. How do you know you are making the best decision?
Whether for financial gain or fun, baby boomers are embarking on second careers that can bring in both money and, often, fulfillment.
Popular for maximizing after-tax returns, harvesting losses to offset capital gains also comes with some pretty sizable downside risks.
A great number of investments, many falling into the "alternative" category, simply don't deserve your attention—or dollars.
Some advisors help their socially conscious clients build financial security, while avoiding investments that conflict with their values.
Philanthropy is a way for high-net-worth families to not only get tax deductions but to foster communication and engage the next generation.
The Internal Revenue Service expanded dollar limitations for some pension plans based on cost-of-living adjustments.
It’s never too early to involve your children in money matters.
Workers often roll funds in former 401(k) plans into new IRAs, but there are at least 4 scenarios where doing so could be a mistake.
For your estate plan to remain valuable, avoid these eight mistakes, from "setting and forgetting" to picking the wrong trustee.
As clients go, family businesses usually have a complex and emotionally charged set of issues for their financial advisors to work through.
Traditional and Roth IRAs are both smart ways to grow retirement savings in a tax-efficient way—but the similarities end there.
Life transitions can take years; without advisor guidance, investors can lose valuable time figuring out what to do with their money.
There are fewer tax-code changes for 2014, but the expiration of 48-plus tax breaks might leave students, retirees and homeowners cold.
As retirement nears, 40- and 50-somethings should address four areas: risk mitigation, estate plans, investing strategy and financial plans.
Before making a beeline for sunnier climes, retirees should consider several important tax, cost, health-care and housing implications.
Divorce after 50 gets more financially complicated if couples are close to retirement. Here's why.
Only 15 percent of advisors specialize in niche clients but they account for a third of advisor assets. A look at five niche practice areas.
Get the best of CNBC in your inbox
The clock is ticking its last 2014 tocks, and for stocks, that means it's time for a portfolio review and tuneup.
From the birth of a child to college, marriage, and retirement, a successful investment path leads to the good life.
With people living longer and saving less, they are finding that retirement and work are no longer mutually exclusive.
For financial advisors, succession planning is about protecting and ensuring that clients' needs are properly met.
Many people insure belongings but neglect to protect against a loss of income with disability insurance coverage.
As ex-Yankee Jorge Posada sues his advisors for fraud, advisor Ed Butowsky says many athletes lack financial literacy.