Common mistakes many Americans make in retirement planning include pulling money out of bear markets and not spending wisely once retired.» Read More
Due to a longer life expectancy, Americans need more retirement income than past generations. Here are four ways to fortify your nest egg.
A new study finds that while most Americans think their finances need improvement, more than a third still do nothing about it.
Advisors are fielding more client calls than ever as markets soar, the Fed ponders a rate rise and health costs continue to escalate.
In a world of instant gratification, it's important to learn to save and manage money. Here are 20 novel ways to save and build a nest egg.
Traditional financial advisors and new automated robo-advisor competition differ in price, services, approach and degree of personalization.
While many retirees opt to downsize their home to save money, a move should also be about location and quality of life, say experts.
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.
Bad decisions can undermine a lifetime's worth of financial planning. Here's a look at five of the worst mistakes retirees often make.
Financial services firm Edward Jones found 45 percent of workers are not saving for retirement, with young people the worst offenders.
How you distribute assets to a special needs beneficiary impacts not only eligibility for government benefits but also quality of life.
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.
Americans working abroad are subject to U.S. taxes and may face restrictions on investment or credit at home and abroad.
Common mistakes made in retirement plans include pulling money out of bear markets and not spending wisely once retired.
Faced with a rise in online fraud, more advisors are instituting cybersecurity protocols to ensure clients' account integrity.
CNBC looks at how technology, product development, succession plans and client relations impact financial advisory firms.
Trailblazers leveraging the power of technology and innovation to grow their business—and disrupt the competition.
Is an active twist on passive investing the right portfolio move? An inside look at the rise of ETF strategists.