Effective savings strategies and a healthy lifestyle can help create a cushion in your retirement nest egg for future health-care needs.» Read More
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.
Although pricey, long-term care insurance policies can help defray the sky-high costs of medical care for many elderly patients.
Divorce rates rise each January, and money matters play a large role, but these 4 tips and the help of an advisor can ensure wedded bliss.
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.
There are several ways and reasons to tap retirement funds before age 59½, but advisors say loss of future gains might not be worth the cash today.
Common mistakes people make with estate plans are easy to fix, but it's key to review or update documents regularly, say financial advisors.
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.
The President supports holding more financial advisors to a fiduciary standard. Should brokers be subject to that standard?
Effective saving and a healthy lifestyle can create a cushion in your retirement nest egg for future health-care needs.
A look at eight areas where your credit score can impact how you'll pay, or whether you get to "play" at all.
In this ever increasing volatile world only leaders who can manage fast change can survive and prosper.
Famous founders reveal their secrets on how to build an iconic company—and change the world in the process.
Inside the market's biggest sectors with a look at the trends, companies and trades netting profits for investors.