The top advice retirees would give to younger workers: Start saving now for retirement in order to max out compounded-interest gains.» Read More
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.
Eight members of the CNBC Digital Financial Advisor Council share their top three concerns for 2014.
'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 can you make sure you have enough money to retire? For people in their 40s and 50s, that's a main question. Top advisors have the answers.
Because pre-retiree investors are accustomed to years of overspending, many may not be able to entirely curb those habits as they enter retirement.
No one likes the topics, but not dealing with the financial consequences of death and disability could mean unnecessary hardship.
Using a Nobel laureate's research, this top money manager says the key to investing wisely is to be more passive rather than more aggressive.
The conventional wisdom of the 4 percent withdrawal no longer holds about spending in retirement, so experts look for alternative plans.
How can you make sure you have enough money to retire? For boomers in their 50s and 60s that's their main question. Top advisors have the answers.
Retirees cannot go on autopilot. Post-retirement financial planning is key to making your savings last in the golden years.
A big mistake couples make is ignoring the fact that women are more likely to live longer and have less money to live on for their retirement.
Most people in 401(k) plans have no idea how to manage them. That’s why professional advice can help individuals make smart investment choices.
When the bond markets are extremely active, rising interest rates can eat away at a portfolio. Here's how you can protect your money and make more.
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Unlock the keys to building a successful long-term financial plan: manage your money, grow your money, and protect it.
Advisors focused on Gen X and Y clients are blazing trails, creating new fee and service models to serve this large demographic.
Higher tax burdens have many wealthy Americans taking a greater interest in charitable-giving vehicles that offer tax relief.
Gen X faces retirement planning that will include no pension, a potential Social Security haircut and stagnant wages.