CNBC's Sharon Epperson reports on the disconnect between how optimistic millennials are about their financial future and achieving their goals.» Read More
High mutual fund costs can be a drain on returns, so know how the sales charge works—ahead of time. CNBC's Sharon Epperson explains how to find value.
About 4 million taxpayers are expected to get hit with the Alternative Minimum Tax, but there are ways to avoid "triggering" the tax.
"Mad Money" host Jim Cramer reveals common mistakes investors make with ETFs and mutual funds. When preparing for retirement, he prefers a cheap, low-cost index fund that mirrors the market as a whole.
Many retirees are looking for ways to lighten their tax bite. Sharon Epperson has three tax-saving steps to take a year or two before you retire.
The rich and the poor are not targets for the dreaded alternative minimum tax. It's the guy in the middle. Here's how to calculate your tax bite.
Mad Money host Jim Cramer highlights the differences between your retirement and discretionary portfolio. Cramer says to be more conservative with your retirement, while using a more aggressive approach with your discretionary.
Workers' retirement confidence has recovered from record lows of the past five years, showing an increase in 2014. But that's not the whole story.
The countdown to the April 15th tax filing deadline is on and the IRS is inundated with taxpayers' calls. CNBC's Sharon Epperson on where to get help.
Viewers sent us their questions on Twitter, Facebook and via emails. CNBC’s Sharon Epperson asks a leading tax expert for answers.
Mad Money host Jim Cramer explains why a diversified portfolio of five to ten stocks is the best way to start investing in the market. Cramer suggests sectors for a building a portfolio.
Are you confused at tax time? You're not alone. TurboTax provided CNBC with answers to some of the most common questions on its website.
Mad Money host Jim Cramer discusses the importance of teaching the youth about personal finance and gives his 3 keys for recent college graduates to keep in mind when investing.
According to a survey, 86 percent of Americans thinks it's not at all acceptable to cheat on taxes. Only 60 percent are motivated by fear of an audit.
When it comes to tax refunds, many Americans say they plan to do something virtuous with the money they get back. But that's not what really happens.
Richard Cordray, the head of the Consumer Financial Protection Bureau, urged banks to give people free access to their credit scores.
H&R Block and Jackson Hewitt are making major efforts this season to help customers sign up for Obamacare.
In his book "Get Rich Carefully," CNBC's "Mad Money" host explains how spotting long-term megatrends can help investors surf the wave of profitability.
When the market is flying high, Mad Money host Jim Cramer says go to cash and prepare to buy the next selloff.
A survey finds about 1 in 4 big bank customers say they may switch banks in the coming year and join a local bank or credit union.
Most financial advisers usually warn against 401(k) loans or withdrawals. Why? It's wiser to build up the nest egg for your golden years.
Time to reassess your plastic. 2015 could trigger big credit card shakeups amid rising interest rates, new card technology and benefits.
Companies are rolling out more lifestyle-oriented benefits aimed at engaging and retaining top talent. Here are the tops.
Don't be so quick to turn down that store credit card offer. Some can offer more valuable rewards than the best cash-back cards.
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.