As an individual investor, you should be armed with information: Do you know the difference between a fiduciary and a suitability standard?» Read More
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.
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.
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Financial advisors stress that now is the time for investors to get serious about year-end financial planning checkup.
A series of high profile cyber attacks has created huge economic opportunity as businesses look to fend off future attacks.
Is an active twist on passive investing the right portfolio move? An inside look at the rise of ETF strategists.
As an investor, do you actually know the difference between a fiduciary vs. suitability standard?
Year-end is a good time to review estate plans, particularly if you've had a change-in-life circumstance in 2014.
When it comes to liquid alternatives, research, moderation and patience are the keys to success with this asset class.