In year-end meetings, advisors are helping clients stressed out by the economy and government to get their financial houses ready for 2015.» Read More
Ed Butowsky, managing partner at Chapwood Investments, gives his take on the increasing popularity of alternative asset strategies.
A great number of investments, many falling into the "alternative" category, simply don't deserve your attention—or dollars.
Traditional and Roth IRAs are both smart ways to grow retirement savings in a tax-efficient way—but the similarities end there.
When shopping for a financial advisor, it's important to carefully do your due diligence to ensure you're getting the value you deserve.
Betterment Institutional hopes their cheap and automated personal investing platform will also catch on with financial advisors.
Not every financial advisor is running to join the ETF bandwagon. CNBC FA Council member Tim Maurer gives three reasons to avoid ETFs.
The U.S faces a crisis as baby boomers head into retirement, partly as a result of the inequality of employees' retirement savings vehicles.
Proper financial planning has the power to transform your life, so be prepared to invest the time and energy to find the best advisor.
The top advice retirees would give to younger workers: Start saving now for retirement in order to max out compounded-interest gains.
Scammers are exploiting fears over the Heartbleed bug, so purported security fixes might be ploys to get consumer financial information.
A lack of insurance literacy could result in a costly surprise when it comes time to make a claim. Here are some common oversights to be aware of.
With health-care costs a major concern in retirement, financial advisors can help clients understand Medicare coverage and anticipate expenses.
One of the top ranked financial advisors in the country says media hype can sabotage your retirement, here's how you can protect your savings.
Financial companies are churning out endless studies about millennials and money, but here's the truth: There's more confusion than consensus.
Human capital can be volatile, with people in steady careers being more bondlike and those in riskier professions acting like stocks.
Many baby boomers on the verge of retirement are facing nest-egg shortfalls and, given today's housing market, some might be considering downsizing.
Retirement plans have been rewritten by behavioral finance in the past decade, but that's just the start of what's cooking in the 401k test lab.
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.
Divorces are usually difficult and emotional, but preparation, organization and use of a certified divorce financial analyst can reduce stress levels.
All generations of pre-retirees are facing some level of savings shortfall, but there are steps anyone can take to help build their 401(k).
What gifts to buy, how to find deals, and who will profit from all this spending.
The nexus of technology -- cloud, social, mobile and data -- are transforming user behaviors and creating new businesses.
Advisors say it's time to get serious about year-end financial plans, like taxes and portfolio re-balancing.
Some advisors say you should consider building a 401(k) portfolio that provides an individualized investment approach.
New government guidelines allow 401(k) plans to offer annuities, helping retirees ensure post-career cash flow.
Retirees tapping nest eggs in a bear market will come up short, but taking steps now can ensure a resilient portfolio.