New government guidelines that allow 401(k) plans to offer annuities as an option are helping retirees ensure post-career cash flow.» Read More
In order to attract business from the country's fastest-growing demographic, advisors need to speak to millennials in their own language.
American kids today are not getting a basic financial education, so parents might consider a fiscal, but fun, bootcamp next summer.
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.
As retirement nears, 40- and 50-somethings should address four areas: risk mitigation, estate plans, investing strategy and financial plans.
Given today's socioeconomic realities, it's crucial that women, whatever their status, be able to handle financial matters for themselves.
Financial advisors say that 10 to 15 years before retirement is the time for workers to check whether their savings are on track.
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.
Investors who balance their own retirement portfolios should do so regularly and keep risk, time horizon and allocation in mind.
Some 15 percent of so-called sandwich generation adults in their 40s and 50s are financially supporting both an aging parent and a child.
Looking to do good, a start-up Brooklyn church offers financial literacy lessons to the millennial "hipsters" gentrifying its neighborhood.
Target-date funds, which automatically invest assets more conservatively as investors age, are more popular—but there are some caveats.
While most donations stem from a desire to do good, there's no denying that tax deductions are big incentives, say advisors.
Potential mistakes threatening successful retirements are many and fall into psychological and financial categories, say financial advisors.
Whether bestowing assets now or leaving them to heirs, trusts with well-planned terms ensure money isn't lost or wasted by beneficiaries.
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.
Government statistics project 70 percent of Americans over age 65 will eventually need long-term care, but most people aren't prepared.
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.
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.
Retirees face the challenge of generating and maintaining the income they need in retirement but a solution called "reverse engineering" can help.
Advisors recommend you reassess your financial plan after major life events to ensure you are shielded from financial curveballs.
MarketCounsel's Brian Hamburger points to the parts of the SEC's Form ADV that help consumers find a financial advisor.
More Americans are working past retirement age, either by necessity or choice—or, increasingly, a combination of both.
Financial advisors stress that now is the time for investors to get serious about year-end financial planning checkup.
Is an active twist on passive investing the right portfolio move? An inside look at the rise of ETF strategists.
The nexus of technology -- cloud, social, mobile and data -- are transforming user behaviors and creating new businesses.