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Shelly Schwartz is a CNBC contributor who specializes in personal finance and retirement coverage.
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.
Accelerating deductions, harvesting losses and timing investment income can help taxpayers lower the 2014 tax bite from Uncle Sam.
Regular reallocation of portfolio savings among asset classes is not only wise but critical to managing risk, say financial advisors.
Popular for maximizing after-tax returns, harvesting losses to offset capital gains also comes with some pretty sizable downside risks.