Traditional and Roth IRAs are both smart ways to grow retirement savings in a tax-efficient way—but the similarities end there.» Read More
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.
CNBC's Sharon Epperson shares the best plays for stocks as 2014 approaches.
With open enrollment benefit options becoming more complicated, individuals are turning to financial experts to make informed decisions.
Over the next 17 years every day 10,000 baby boomers will turn 65 and BlackRock's Robert Kapito tells CNBC many of them haven't started saving for retirement.
While many investors with diversified portfolios haven't gotten the results they wanted lately, this investor is bullish on portfolio diversification.
Financial advisors urge investors to re-balance their portfolios before year's end as part of a fourth-quarter annual financial review process.
Attention taxpayers: Here are five essential year-end tax planning questions that require some answers to help you lower your tax bill.
Tim Maurer, The Financial Consulate, discusses how to protect your portfolio during a Washington gridlock.
The last few months of the year has everyone thinking about holiday cheer, shopping and pumpkin pies, but it's also prime time for tax planning.
Five years after the global financial crisis, investors are still leery of the markets and want to know is it safe to jump back in?
In the midst of the 2008 financial crisis, it took every ounce of resolve from advisors to keep investor/clients calm and convince them good times would return.
The stock market declines investors experienced during the 2008 financial crisis have forced many to change their thinking.
Steven Lockshin, founder of Convergent Wealth Advisors, breaks down risks for your money as the Fed ends QE, concerns in Syria continue and a health-care reform looms.
Five years after the global financial crisis here is what experts say investors need to be aware of right now.
For those who believe financial plans can wait until December, think again. Financial advisors stress that now is the time to get serious about your financial planning checkup.
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With the world becoming more interconnected, it’s getting harder to anticipate and manage global risks. We take a look at some of the biggest risks and ways to mitigate them.
From family-run companies to public companies with family ownership, we tackle challenges and rewards facing family businesses.
Inside the market's biggest sectors with a look at the trends, companies and trades netting profits for investors.
It’s never too early to involve your children in money matters.
Workers often roll existing 401(k) funds into new IRAs, but there are at least 4 scenarios where doing so could be a mistake.
For your estate plan to remain valuable, avoid these eight mistakes, from "setting and forgetting" to picking the wrong trustee.