Due to tax implications, it's best for those with urgent financial needs to seek additional fund sources other than 401(k) retirement plans.» Read More
You can now roll your 401(k) assets into your company's pension plan and the Pension Benefit Guaranty Corp. will guarantee the portion you roll over.
Growth in target-date funds and robo-advisors has led many to believe there's no point in paying advisors for help with asset allocation.
A Morningstar five-star rated fund manager reveals the secrets to his success and what he's looking for in 2015.
Some advisors say if you have the wherewithal and know-how, build a 401(k) portfolio that provides an individualized investment approach.
Successful investing boils down to creating consistent, winning strategies and regularly measuring them, author Tony Robbins tells CNBC.
Given low bond yields, the less risky side of asset allocation strategies could use revising, such as the use of merger arbitrage funds.
Investors sell at the worst time and wait too long to get back into stocks. The 'market top' and 'going to cash' calls aren't a strategy.
Women want skilled financial advisors, but they also demand transparency, reliability, understandability, sensitivity and thoughtfulness.
Asset size, number of heirs, life events, tax law and even the economic climate can impact how you should craft your estate plan.
The IRS clarified how retirement-plan owners allocate pre- and post-tax dollars to rollovers; the latter can now be rolled into Roth IRAs.
Stay in control of medical and money matters by drawing up a will, a beneficiary list, a medical directive and powers of attorney.
Many think estate planning is only for the rich, but it's recommended that everyone state their wishes in a will.
Top-rated financial advisor Ric Edelman lists 15 investment products and strategies that he would never recommend to his clients.
With 1 in 5 Americans a victim of credit-report errors, an annual financial checkup is just as important as a yearly physical.
Most investing education focuses on how to buy stocks rather than how to sell them, but the decision about when and why to sell is critical.
Confronted by a growing income gap, depleted savings and high debt, Gen X faces big financial hurdles. Six ways to get them back on track.
There are many college-savings options worth considering, so compare and choose the plan that makes sense for your financial situation.
Helping millennials learn the benefits of compounding can be personally rewarding—and will help you establish a future client base.
Studies show women are less confident about money than men, so advisors are helping them bridge the still-wide financial literacy gap.
The San Francisco 49ers have taken the unusual step of creating their own investment program for players with robo-advisor firm Wealthfront.
Risk tolerance is comfort with market volatility, and when it comes to investing, it matters more than you think.
Advisors sometimes find themselves steering clients away from odd investments, from strip clubs to marijuana farms.
Online wealth management brings financial advice to the masses, but retirement planning still requires the human touch.