When families get into conflict, their businesses can quickly fall apart. Financial advisors specializing in family businesses can help.» Read More
Parents of special needs kids should draft trusts and select caregivers and beneficiaries carefully, with expert help.
Financial advisors have shifted to fee-based relationships but, without successors, risk seeing their businesses dissolve when they retire.
Of the 150 largest U.S. cities WalletHub ranked, here are the 5 best—and 5 worst—places for a college grad to move in search of a career.
Whether bestowing assets now or leaving them to heirs, trusts with well-planned terms ensure money isn't lost or wasted by beneficiaries.
Technology will have a major impact on advisor firms as they look to leverage solutions to provide better experiences for clients.
Potential mistakes threatening successful retirements are many and fall into psychological and financial categories, say financial advisors.
Military families need to be extra smart when it comes to financial planning, such as securing benefits long before departing the service.
The "golden years" could be pretty rocky for one in four Americans, and roughly a third of young "Millennials", if they don't sock away some cash.
With many boomers facing retirement-saving shortfalls, the time to sell beloved collectibles may be right now, while the markets are hot.
Between student-loan debt and coming of age during the financial crisis, millennials have a big problem with their retirement planning.
Government statistics project 70 percent of Americans over age 65 will eventually need long-term care, but most people aren't prepared.
Robo-advisor firms are positioning themselves to cater to underserved investors who do not meet traditional wealth-management minimums.
The financial advice industry faces shortages, but colleges are launching degree programs in financial planning to fill the training gap.
Age-based investing has become an efficient concept to sell investments, but it's also full of myths that fall short of meeting true investor needs.
From social networking profiles to online bank accounts, it is essential to plan what will happen to your virtual life once you are gone.
Married same-sex couples are recognized by the federal government and some states, but couples still must watch for pitfalls.
Whether you win a lottery or get picked in the NFL draft, careful planning is required to avoid going bankrupt, as do most suddenly rich.
Many families, with skewed perceptions of cost, are flummoxed about how much to save for college and how to navigate the world of financial aid.
An inability to attract young people is challenging a financial advisory industry facing a wave of advisor retirements in the next two decades.
The CNBC Digital editorial team presents its inaugural list of the Top 100 Fee-Only Wealth Management Firms in the U.S., compiled with Meridian-IQ.
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Financial advisors stress that now is the time for investors to get serious about year-end financial planning checkup.
In a world of big box retail and e-commerce, successful business owners are taking new paths to Main Street success.
A series of high profile cyber attacks has created huge economic opportunity as businesses look to fend off future attacks.
When ties fray, family businesses can quickly fall apart, but financial advisors specializing in the market often can help.
Social impact investing enhances risk-adjusted returns while generating a positive social and environmental impact.
Proper financial planning has the power to transform your life, so invest the time and energy to find the best financial advisor.