Succession planning for financial advisors is essential because it's about protecting and ensuring that clients' needs are properly met.» Read More
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).
From the age we begin working, many of us create a spendthrift lifestyle that can't be maintained after retirement.
Emotional stress often follows financial windfall, making careful planning and investing essential to surviving sudden monetary gain.
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.
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The clock is ticking its last 2014 tocks, and for stocks, that means it's time for a portfolio review and tuneup.
From the birth of a child to college, marriage, and retirement, a successful investment path leads to the good life.
With people living longer and saving less, they are finding that retirement and work are no longer mutually exclusive.
For financial advisors, succession planning is about protecting and ensuring that clients' needs are properly met.
Many people insure belongings but neglect to protect against a loss of income with disability insurance coverage.
As ex-Yankee Jorge Posada sues his advisors for fraud, advisor Ed Butowsky says many athletes lack financial literacy.