Whether retirees relocate for lifestyle or finance, they should blend life goals into spending plans—the best way to achieve true wealth.» Read More
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.
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.
Financial advisors are building client relationships by tapping into emotional, social and other non-fiscal needs.
Retirees should incorporate their life goals into financial plans—it's the best way to achieve true wealth.
Few have the time, knowledge and luck to beat the market. Sell in a systematic, disciplined way to stay diversified.
Trader Nation is not simply about finding that next trade -- it is a place where traders trade better together.
Inside the market's biggest sectors with a look at the trends, companies and trades netting profits for investors.
CNBC 'Explains' the complicated economics of our world—from stocks and balance sheets, to trade and public policy.