Most Americans want to find a way to stay in their own homes, close to family and friends, during their golden years.» Read More
New government guidelines that allow 401(k) plans to offer annuities as an option are helping retirees ensure post-career cash flow.
The Columbus Blue Jackets player filed for bankruptcy in October after his parents poorly managed his assets for four years.
Complex and costly, reverse mortgages are frowned upon by many advisors, but they can be useful to certain retirees, thanks to new safeguards.
Americans are eligible for Social Security benefits from age 62, but most financial planners advise delaying claims to maximize payouts.
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.
Americans working abroad are subject to U.S. taxes and may face restrictions on investment or credit at home and abroad.
Common mistakes made in retirement plans include pulling money out of bear markets and not spending wisely once retired.
Faced with a rise in online fraud, more advisors are instituting cybersecurity protocols to ensure clients' account integrity.
CNBC looks at how technology, product development, succession plans and client relations impact financial advisory firms.
Trailblazers leveraging the power of technology and innovation to grow their business—and disrupt the competition.
Is an active twist on passive investing the right portfolio move? An inside look at the rise of ETF strategists.