Shelly Schwartz is a CNBC contributor who specializes in personal finance and retirement coverage.
Faced with a rise in online fraud, more financial advisors are instituting cybersecurity protocols to ensure clients' account integrity.
Small caps are outperforming the S&P 500 as investors worry about a weak global economic picture. The draw: Most are US-centric.
With interest rates projected to rise and inventory tight, the window for purchasing a second home may be starting to close.
An airtight estate plan takes the guesswork out of who gets what when you die and delineates your wishes for end-of-life medical decisions.
Bad decisions can undermine a lifetime's worth of financial planning. Here's a look at five of the worst mistakes retirees often make.
How you distribute assets to a special needs beneficiary impacts not only eligibility for government benefits but also quality of life.
It's wise to ask whether the 4 percent withdrawal rule is valid. The answer depends on asset allocation, time horizon and portfolio costs.
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.