While savings in this country is dismal, there is hope because 87 percent of CNBC readers polled said they would save money if they got a windfall.» Read More
The post-retirement switch from wealth accumulation to living off of savings poses challenges for retirees looking to not outlive their savings.
Your 50s are an optimum time to boost retirement savings, thanks to higher disposable income, pay and tax-deferred contribution limits.
The newly created myRA retirement plan will prove to be a bloated bureaucratic mess, predicts financial advisor Scott Hanson.
Financial advisors note that mature and insightful investors in their 40s still have time to build significant retirement savings.
Investors in their 30s are prone to missteps that can derail long-term savings plans, such as funneling too much money into homes and 401(k) plans.
Faced with debts, expenses and low income, some Gen Y workers put off financial planning for retirement, but it's best to save earlier and smarter.
Many put off retirement health-care plans, but most cost and care worries are addressed by healthy living, dialogue and financial advice.
Converting traditional IRA or 401(k) savings to Roth IRAs burdens people who plan to retire in no-income-tax states with unnecessary state taxes.
A 401(k) plan is the main source of retirement for many workers and yet plans are often ignored and not reviewed.
Before surrendering an annuity, investors need to make sure they understand the consequences of these complex investment products.
Getting a handle on weekly cash flow will likely have more of an impact on someone’s life than any other aspect of personal financial planning.
While the last few months of the year are all about holidays and family, it's also a great time for individuals to get their tax planning into place.
Don't avoid "The Talk" at the Thanksgiving table if your family has unresolved financial issues.
Whether it's money you were banking on or a pleasant surprise, an inheritance is a gift that should not be frittered away. Here are ways to make the most of a bequest.
When young adults are starting to build a financial plan for their life, one of the hardest things to figure out is what to ask a financial advisor.
One of the biggest fears baby boomers have is that they'll outlive retirement savings. Three advisors offer their guidance on how to plan wisely.
Financial advisors agree that the earlier clients begin their 2014 tax planning, the more opportunities they may have to slash tax liabilities.
Members of the CNBC Digital Financial Advisor Council share the top three concerns that they—and their investor clients—have as we ring out 2013.
'Tis the spending season: Certified financial planner Brittney Castro offers five tips on how to save on those budget-busting annual holiday expenses.
As 2014 nears, financial advisors stress clients should minimize tax bite and hedge against market downturns and cyberattacks.
How financial advisors help clients worried about the impact of a rise in interest rates on fixed-income portfolios.
To kick off our year-long anniversary, we created a list of top leaders, icons and rebels.
Go inside the new technologies, evolving markets and tricky geopolitics influencing the world's growing energy needs.
ETFs enjoy record inflows and popularity as vehicles for higher yields and downside protection in a bond bear market.
There is hope on the saving front, as 87 percent of CNBC readers polled said they would save money if they got a windfall.
No matter your generation, there are steps pre-retirees can take to help build their 401(k).