Tech-savvy but asset-poor, millennial investors make ideal clients for the crop of low- or no-fee online automated wealth-management firms.» Read More
A survey by Caring.com finds that more than half of Americans don't know where their parents keep their estate plans ... or what is in them.
Most Americans want to find a way to stay in their own homes, close to family and friends, during their golden years.
A family home may house fond memories, but it can be a millstone for retirees, who should weigh leveraging home equity to stretch savings.
If retiring soon, a good back-of-the-napkin estimate is to have a portfolio about 25 times the value of your annual retirement income.
It's reasonable to want to help adult children financially, but doing so can foster dependence and endanger your retirement, say advisors.
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.
With same-sex marriage legal in all 50 states, LGBT couples must look at financial issues such as estate planning.
Advisor Richard Coppa says investors should weigh the risks and rewards of alternatives before allocating funds.
Many say the current regime for examining the some 11,500 registered investment advisors in the U.S. is inadequate.
CNBC's ninth annual study measures all 50 states on more than 60 different metrics.
Trailblazers leveraging the power of technology and innovation to grow their business—and disrupt the competition.
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