Skip Navigation

Shelly Schwartz

Special to CNBC.com

Shelly Schwartz is a CNBC contributor who specializes in personal finance and retirement coverage.

Latest

Investors need a wake-up call, advisors say

Shelly SchwartzDecember 4, 2014

The highly effective habits of superinvestors

Shelly SchwartzDecember 2, 2014

Beware the year-end mutual fund tax blowup

Shelly SchwartzNovember 27, 2014

Boomer? Retiring soon? Here's how to get ready

Shelly SchwartzNovember 17, 2014

How to blunt Uncle Sam's tax bite next April

Shelly SchwartzNovember 9, 2014

A rebalancing act mitigates risk to your portfolio

Shelly SchwartzNovember 6, 2014

Weighing pros, cons of annual tax-loss harvesting

Shelly SchwartzOctober 27, 2014

Better brace yourself for a tax-break smackdown

Shelly SchwartzOctober 20, 2014

6 ways bonds can bite you

Shelly SchwartzJuly 14, 2014

Do retirees really need to pay for life insurance?

Shelly SchwartzApril 26, 2014

5 ways to cut your tax bill next year

Shelly SchwartzApril 18, 2014

Ouch! How to pay your tax bill to the IRS

Shelly SchwartzApril 15, 2014