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.» Read More
A look at the 10 most common investment scams, from Ponzi/pyramid schemes and life settlements to potentially shady annuities sales.
It's wise to ask whether the 4 percent withdrawal rule is valid. The answer depends on asset allocation, time horizon and portfolio costs.
The sandwich generation, in their 40s and 50s, is overwhelmed by competing obligations, having to care for both kids and aging parents.
Whether retirees relocate for lifestyle or finance, they should blend life goals into spending plans—the best way to achieve true wealth.
Few have the time, knowledge and luck to beat the market. Instead, sell in a systematic, disciplined way to stay properly diversified.
With interest rates possibly set to rise, here are four steps—from portfolio reallocation to bond evaluation—that investors should consider.
You can take control of your student loan debt and tame the antics of debt collectors in 6 simple steps, writes credit expert Diana Nichols.
Everyone has secrets, but when they are major financial non-disclosures kept private from advisors, they can have serious consequences.
The retirement savings system is broken; it's time to decouple 401(k) plans from employers and free Americans to invest as they see fit.
Financial advisors sometimes find themselves talking even the most intelligent and organized clients off of crazy financial cliffs.
Warren Buffett is leaving his billions to charity, and many boomers are following suit to avoid turning their kids into rich loafers.
Observers say robo-advisors—yet to attract many assets—have failed to show why they're a better alternative to human advice.
Effective savings strategies and a healthy lifestyle can help create a cushion in your retirement nest egg for future health-care needs.
President Obama supports holding more financial advisors to a fiduciary standard. Should brokers be subject to that "higher" standard?
Why are so many women insecure when it comes to investing? Husbands and partners should really care about the answer to this question.
Partners need to work together to make, manage and invest their money, or only one outcome is possible: They lose it all.
Advisors at the 2015 TD Ameritrade conference remain upbeat about the U.S. market despite recent volatility and say clients should be, too.
If you're lucky enough to hit the jackpot, the right financial planner can help you avoid mistakes that have bankrupted other winners.
Paying the alternative minimum tax is now unavoidable for many wage earners in high-tax states, but some strategies can make it bearable.
Traditional financial advisors see automated online competition as a threat, but the robo-advisor paradigm can benefit planners and clients.
Automated, algorithm-based robo-advisors are gaining a foothold with some traditional financial advisory firms.
Income from corporate jobs can yo-yo like stocks, while pay from tenured or government jobs behaves more like bonds.
An airtight estate plan takes the guesswork out of who inherits what and clearly defines end-of-life medical decisions.
CNBC presents a special report on how architecture, innovation and infrastructure are providing solutions to urban problems.
Tips on the best-performing portfolio strategies and global market trends that can help you become a smarter investor.
The nexus of technology -- cloud, social, mobile and data -- are transforming user behaviors and creating new businesses.