>> View All Results for ""
Enter multiple symbols separated by commas
London quotes now available
Shelly Schwartz is a CNBC contributor who specializes in personal finance and retirement coverage.
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.
Research shows that the wealthy investor with $10 million in investable assets has highly concentrated holdings and less than 25% in stocks.
Investors planning to buy a mutual fund in a taxable account by the end of the year can get stuck paying taxes on gains they didn't earn.
The rubber's hitting the road for baby boomers nearing retirement, who must convert nest eggs into a stream of income they won't outlive.