Financial advisors can find themselves steering clients away from odd investment ideas, from strip club start-ups to marijuana farms.» Read More
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.
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.
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Coverage of the 2015 World Economic Forum’s annual meeting in Davos, Switzerland.
Go inside the world of exchange-traded funds with CNBC's coverage from the ETF industry's biggest event of 2014.
Advisor-centric content with guest columns covering practice management, investment strategies and marketing/social media.
Advisors sometimes find themselves steering clients away from odd investments, from strip clubs to marijuana farms.
Online wealth management brings financial advice to the masses, but retirement planning still requires the human touch.
You may still be sorting out last year's taxes, but think about minimizing the tax hit to your wallet for 2015.