Asset size, number of heirs, life events, tax law and even the economic climate can impact how you should craft your estate plan.» Read More
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.
The IRS clarified how retirement-plan owners allocate pre- and post-tax dollars to rollovers; the latter can now be rolled into Roth IRAs.
Whether or not you plan to work past age 65, get retirement-ready today, in case life events force an early exit from the workforce.
When shopping for a financial advisor, it's important to carefully do your due diligence to ensure you're getting the value you deserve.
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Asset size, number of heirs, life events, tax law and even the economic climate can impact how you should craft your estate plan.
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 this into their plans.