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Shelly Schwartz is a CNBC contributor who specializes in personal finance and retirement coverage.
When it comes to retirement, American women save far less than men and invest too conservatively, according to a new survey from BlackRock.
Effective savings strategies and a healthy lifestyle can help create a cushion in your retirement nest egg for future health-care needs.
While weather and taxes are a priority for some retirees, most wish to age in place, close to friends and family.
Due to tax implications, it's best for those with urgent financial needs to seek additional fund sources other than 401(k) retirement plans.
Americans leave tens of thousands on the table by claiming Social Security benefits at the wrong time, but financial advisors can help.
Failing to take advantage of all your available tax breaks now gives you a lighter wallet—and Uncle Sam an undeserved bonus.
Advisors recommend you reassess your financial plan after every major life event to ensure you are shielded from financial curveballs.
The end of the year is a good time to review estate plans, particularly if you've had a change-in-life circumstance in the past 12 months.
Include insurance coverage on your financial planning checklist. All too often, this safety net protecting assets gets short shrift.
Burned by the Great Recession, investors still play it safe, but advisors say hesitancy to invest for growth hurts the size of nest eggs.