CNBC's Sharon Epperson reports on the disconnect between how optimistic millennials are about their financial future and achieving their goals.» Read More
Bankrate is reporting two thirds of Americans are holding back on spending. CNBC's Sharon Epperson has the details.
The Treasury Department has issued new guidelines designed to expand the use of annuities inside 401(k) plans. Should you invest in them?
Higher contribution limits, more investment options, and auto increases and matches make it easier for you to save for retirement.
A wallet with crumpled receipts, rewards cards, etc. can also signal trouble getting a handle on your finances. Here's how to clean both up.
CNBC's Sharon Epperson says it is important for long-term investors not to panic even if there is a broader correction ahead. Now may be a good time to sell big winners and consider asset allocation.
Most people don't examine their current Medicare plan—or even consider options. But enrollees need to do that every year, experts say.
Here are five ways to plan your income stream so you maximize Social Security, minimize taxes and ensure income.
How the retail investor is reacting to swings in the stock market, with JJ Kinahan, TD Ameritrade, and CNBC's Sharon Epperson.
CNBC's Sharon Epperson reports Wal-Mart customers can now bank where they shop with "GoBank." The "Closing Bell" panel discusses the retailer's partnership with Green Dot Bank.
Health savings accounts have become a popular way to cover out-of-pocket medical costs. They might improve your retirement prospects, too.
Nearly 150 million Americans are covered under work health plans, but spend less time on benefits than planning vacations, a costly mistake.
You'll be surprised how quickly you can save $1,000 by the end of the year, simply by reducing or eliminating some common expenses.
States increasingly are establishing programs to educate teachers on how to teach financial literacy. Here are some of the challenges.
CNBC's Sharon Epperson reports on the drop in 401(k) balances among households nearing retirement. Danielle Hughes, Divine Capital, provides insight.
To get the best loan deal, you need to do your homework. Here's a list of five things you should do.
Many people nearing retirement grapple with choosing whether to retire "in place" or move to a new location. Here's what to think about.
Mortgage rates are expected to move higher this fall, and that makes shopping for the right rate all the more critical. Here are some tips.
401(k) accounts have replaced the home-equity loan as the primary source of quick cash for financially strapped Americans. Ric Edelman, noted financial advisor, explains why this is a huge mistake.
Starting early and saving enough for retirement are ongoing concerns. But do Americans really even understand retirement basics?
A surging stock market has speeded the recovery of many workers' retirement plans over the past few years. CNBC's Sharon Epperson reports on new data that shows a 92 percent gain in the average 401(k) account balance since the market low in 2009.
So you missed the holiday deadline for free standard shipping. Oops. Try these last-minute gifting strategies.
Obama's college ratings system was released and will consider intake of low-income students and affordability.
IRS Commissioner John Koskinen says budget cuts just enacted by Congress could delay tax refunds next year.
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.