It's key to be aware of beneficiary forms. Naming the wrong people or failing to update those documents can create a mess for your heirs.» Read More
Baby boomers are not as prepared for retirement as they should be, but Gen X and millennials face the biggest future financial threats.
Don't rely on the $1 million benchmark for retirement savings. You might need more—or maybe less.
The Golden Years outlook is grim: One third of consumers aren't saving for retirement, and of the rest, most aren't saving enough.
For those with investment experience, a self-directed brokerage account can offer more choices and better control of your retirement money.
Financial advisors caution that when considering retirement locales, investors should consider factors such as tax policies.
Diversifying assets by taxability is important in building a financial planning strategy to last through working years and into retirement.
Older Americans are delaying their retirement plans. Not so fast, according to advisors in a CNBC Digital/FPA survey.
A withdrawal policy statement can help retirees manage income distributions dispassionately when market fluctuations might spur rash decisions.
While most retirees don't need to have life insurance, others--such as debtors, investors and those with disabled children--may want to keep coverage.
Estate-planning blunders, from not signing health-care directives to leaving living trusts unfunded, are common—even among the fiscally prudent.
Motivated by mental stimulation or money, more Americans over age 65 are keeping one foot in the workforce after they leave their full-time careers.
Women face a unique set of challenges in meeting financial goals, including longer life expectancy, fewer working years and smaller paychecks.
Reverse mortgages let senior citizens convert home equity into cash without having to sell their house, but such loans come with significant risk.
Obama's proposed 2015 budget, reducing tax incentives for small businesses to offer retirement plans to employees, may harm Americans' savings plans.
Financial independence, with work more a choice than a necessity, is a worthier goal than retirement for increasing numbers of Americans.
CNBC's ETF Model Retirement Portfolios make some key changes: Bernanke taper talk takes a toll; gold and bonds are dogs; out with Chinese lending and in with Japanese economics.
The growing number of retirees selling their pensions for cash is raising major concerns and drawing increased scrutiny for what some are calling unfair lending practices.
Whether you'd really consider retiring to North Dakota or West Virginia, this unconventional list will at least get you thinking about what you really need from a retirement spot.
Big tax changes this year will force many top earners to pay closer attention to the tax treatment of their investments, including retirement accounts.
Retirement fears may loom large when your income is small. Today, 38 percent of households say they live paycheck to paycheck, according to a study by the Consumer Federation of America and the Certified Financial Planner Board of Standards. But it doesn't have to be that way.
From main street to the C-suite, this global survey examines the role of corporations in society and the economy.
In-depth coverage on Alibaba's IPO, including roadshow coverage, expert analysis, and Alibaba's stock price.
With more than 1,600 ETFs now on the market, learn more about how advisors and investors are profiting from the ETF boom.
Pension funds are keeping their hedge fund managers despite the recent decision by CalPERS to dump them.
Meret Gaugler, Global Equities Analyst at Lombard Odier, outlines the opportunities that the aging population offers to investors.
Most American adults are single. That's bad news for Social Security but potentially good news for welfare programs.