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.» Read More
With 70 percent of newly wealthy people going broke within a year, advisors caution clients to manage new money wisely—with their help.
Financial advisors who opt to target client segments with whom they closely identify are finding fulfillment and profit in their endeavours.
Many investors with money in IRAs or 401(k) plans struggle with what to do with funds when life circumstances change. A look at options.
Many think estate planning is only for the rich, but it's recommended that everyone state their wishes in a will.
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Investors who balance their own retirement portfolios should do so regularly and keep risk, time horizon and allocation in mind.
Top-rated financial advisor Ric Edelman lists 15 investment products and strategies that he would never recommend to his clients.
Most advisors are generalists, but some take advice to the next level by focusing on specific niches, such as doctors or gay couples.
Control and certainty about asset transfers to family members, charities and others make a trust an attractive option for family businesses.
It's key to be aware of beneficiary forms. Naming the wrong people or failing to update those documents can create a mess for your heirs.
Use of a psychologist and a financial advisor can help business owners better align employee actions and attitudes with company operations.
Advisors focused on Gen X and Gen Y clients are blazing trails, creating new fee and service models to serve this large demographic.
Higher tax burdens have many wealthier-than-ever Americans taking a greater interest in charitable-giving vehicles that offer tax relief.
Gen X faces the daunting task of retirement planning that will include no pension, a potential Social Security haircut and stagnant wages.
Some 15 percent of so-called sandwich generation adults in their 40s and 50s are financially supporting both an aging parent and a child.
With 1 in 5 Americans a victim of credit-report errors, an annual financial checkup is just as important as a yearly physical.
Most investing education focuses on how to buy stocks rather than how to sell them, but the decision about when and why to sell is critical.
Looking to do good, a start-up Brooklyn church offers financial literacy lessons to the millennial "hipsters" gentrifying its neighborhood.
Confronted by a growing income gap, depleted savings and high debt, Gen X faces big financial hurdles. Six ways to get them back on track.
By borrowing from your 401(k) retirement plan, you are missing out on opportunities for your money to grow substantially over the long haul.
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Whether you're young and just getting started investing or moving closer to retirement, factoring in age will keep you ahead of the game.
Advisor-centric content with guest columns covering practice management, investment strategies and marketing/social media.
Thinking you need to tap retirement funds before 59½? Advisors say loss of future gains might not be worth cash today.
Estate-planning mistakes are easy to fix, but it's key to review documents regularly, say financial advisors.
Investors buying a mutual fund in a taxable account by year-end can get stuck paying taxes on gains they didn't earn.