It’s never too early to involve your children in money matters.» Read More
The quality of medical care abroad varies greatly. Travelers should know where to get adequate health care in case of a medical emergency.
In 1 out of 3 couples whose marriages seem solid, one spouse is often blindsided by news the other is unfaithful with money.
When financial advisors are direct and honest with clients about finances, it can be a growth opportunity for all concerned.
Whether retirees' nest eggs are full, emptied or never feathered, three simple steps can put some wind beneath financial wings late in life.
Consumers who use a financial advisor as their intermediary can avoid the most common estate-planning and last will and testament errors.
The years just before leaving work are critical in ensuring a secure retirement, so avoid these missteps many 50- and 60-somethings make.
New fee-only advisors will find higher costs and more competition, but industry pioneers share tips on succeeding in this growing business.
The competitiveness of your local economy and quality of its real estate market impact your wealth and your investment portfolio.
A succession plan is vital to all, whether it's the firm's founder, the employees or the clients who have placed their trust with the firm.
Millionaire musician Sting isn't going to leave his kids a dime, prompting many to wonder whether to bequeath money to their own offspring.
Top wealth management firms don't see robo-advisors as immediate threats but say they could eventually have a major impact on the market.
Savvy investors need to question which assets should be held in their retirement account and which ones should not.
Many small-business owners avoid succession planning but it helps ensure long-term viability and address inheritance and management issues.
It's key to figure out how to have your home paid for by the time you retire—and to do what’s necessary to make that happen.
We know the steps to take to improve our finances, yet we are a nation that remains financially unprepared and illiterate.
After a failed run for political office broke the bank, a middle-aged couple turns to an advisor to help them get back on track.
Investors gravitate toward RIAs, who have shifted wealth management from sales to planning and from product commissions to fiduciary fees.
Just under a third of financial advisors have succession plans, and the savviest offer young successors hands-on, on-site training.
Despite being well educated, earning more money and controlling more wealth, many women fail to adequately plan and save for retirement.
Investors need to understand that the higher-interest-rate territory can be treacherous and calls for some careful financial planning.
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It’s never too early to involve your children in money matters.
Workers often roll existing 401(k) funds 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.