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.» Read More
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.
Second only to mortgages as the largest form of debt, student loans affect nearly 40 million Americans, many of whom may never recover financially.
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Sandwiched between kids and aging parents, early 'pre-retirees' between 45 and 54 are showing acute signs of investment stress.
Vanguard closed some funds made to manage income. Fidelity’s version is no more popular. Yet income is the biggest issue for retirees.
While target-date funds may make long-term investing easy, the products themselves are anything but simple. Experts weigh in on the pros and cons.
CNBC's ETF Model Retirement Portfolios make some key changes: Bernanke taper talk takes a toll; gold and bonds are dogs; out with Chinese lending and in with Japanese economics.
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Social impact investing enhances risk-adjusted returns while generating a positive social and environmental impact.
Financial advisors who opt to target clientts with whom they identify are finding fulfillment and profit in their endeavours.
Many investors with money in IRAs or 401(k)s struggle with what to do when life circumstances change. A look at some options.
Tips on the best-performing portfolio strategies and global market trends that can help you become a smarter investor.
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