Succession planning for financial advisors is essential because it's about protecting and ensuring that clients' needs are properly met.» Read More
As many as 3 million boomers plan to retire abroad. Sharon Epperson interviews Michael Ward of USForex on the hidden costs they can expect.
Followers of the "early retirement extreme" movement scrimp, save and invest to achieve the seemingly impossible: retirement by age 40.
Teaching children responsible financial habits takes a lot of planning and a little bit of faith but leads to great rewards for all.
Include insurance coverage on your financial planning checklist. All too often, this safety net protecting assets gets short shrift.
The decision to file as early as possible for Social Security benefits will cost many Americans hundreds of thousands of retirement dollars.
Millennial women are more educated, wealthy and independent than their elders, so advisors would be wise to roll out the red carpet.
Many young tech executives give up a fat paycheck to risk it all for start-up success. And they don't live to regret it.
Financial advisor Stacy Francis advocates a "triple defense" against taxes: deferring income and upping both deductions and investments.
Millennials, people ages 18 to 35, are educated and digitally savvy, but bad timing means they will get shortchanged in retirement.
More Americans are working into their retirement. But many seek meaningful work, not just financial gain.
Short-term bias in thinking inhibits our ability to deal with long-term issues—challenges like preparing for a secure retirement.
Longer lives and economic pressures make it imperative workers rethink retirement plans, say the founders of research firm BrightScope.
92 percent of respondents to a CNBC poll said they would not move 401(k) savings into a pension, as allowed under new regulations.
Traditional advisory firms that use robo-advisor technology offer the best option for investors in reaching long-term financial goals.
Burned by the Great Recession, investors still play it safe, but advisors say hesitancy to invest for growth hurts the size of nest eggs.
A new law now allows workers to invest 401(k) funds in pension plans, but savvy investors may want to steer clear of the new scheme.
Most Americans lack even a basic understanding of how to make their retirement nest egg last, a new survey finds.
Sharon Epperson interviews Fidelity Investments' Kathleen Murphy about asset allocation in retirement plans.
Year-end client meetings are key because they allow financial advisors the chance to set realistic expectations about portfolio risk.
Individuals should put a bonus to work in a retirement plan rather than view it as money that's above and beyond normal income.
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