Personal Finance: Retirement


  • Should you use a financial advisor for health care? Wednesday, 30 Oct 2013 | 6:00 AM ET

    More and more financial planners are being tasked with helping clients navigate the changing health care landscape.

  • Why 401(k) savers don't have enough to retire Wednesday, 30 Oct 2013 | 6:00 AM ET

    Most Americans with 401(k) and other defined contribution plans are accumulating debt faster than they're saving for retirement.

  • Retirement? Never   Wednesday, 23 Oct 2013 | 12:00 PM ET
    Retirement? Never

    CNBC's Sharon Epperson reports for many middle-class Americans the only retirement plan available to them is to work until they drop.

  • For 401(k)s, staying the course pays off in crises Friday, 18 Oct 2013 | 1:24 PM ET

    Consistent savers had an average $28,000 rise in 401(k) balances between 2007 and 2011, while all such accounts fell $6,000, as study shows.

  • #AskCNBC: You asked, we answered Thursday, 10 Oct 2013 | 2:47 PM ET
    Capitol building Washington

    A panel of personal finance experts, bankers and professional traders on how the debt ceiling crisis could affect personal investments.

  • ‘Treading water': Saving for retirement is harder Monday, 7 Oct 2013 | 7:32 AM ET

    Many workers are ending up with woefully small retirement accounts, even if they have had high incomes and have managed to save over the years.

  • We're confident about retirement, but not ready Sunday, 6 Oct 2013 | 9:00 AM ET

    More Americans believe they're on track for retirement now than last year. But just because they believe it doesn't make it true.

  • Got a credit or debit card on campus? Tuesday, 1 Oct 2013 | 11:35 AM ET

    Are you a college student? Do you have a credit or debit card that you use on campus? If so, we want to hear from you.

  • Millionaires' secrets for retirement planning Monday, 23 Sep 2013 | 12:44 PM ET

    The average 401(k) account balance is just shy of $59,000. Some secrets of the rich can help when it comes to building your own retirement fund.

  • Financial planning for a government shutdown Monday, 23 Sep 2013 | 7:22 AM ET

    A government shutdown is becoming more likely as Republicans and Democrats spar. Here's how to prepare yourself and your finances.

  • Americans may inherit more money than they think Tuesday, 17 Sep 2013 | 12:06 PM ET

    Financial experts say Americans are too pessimistic about their own inheritances, despite recession.

  • How Americans invest now   Friday, 6 Sep 2013 | 1:48 PM ET
    How Americans invest now

    Do Americans feel more knowledgeable about their finances these days? John Sweeney, Fidelity Investments, offers insight.

  • Money matters: A road map for Alzheimer's patients Friday, 6 Sep 2013 | 1:40 PM ET

    Careful planning for present needs and long-term care is a necessity. Here are a few tips to make the process more manageable.

  • What financial crisis? Consumers saving less Wednesday, 4 Sep 2013 | 1:11 PM ET
    Customers shop at a T.J. Maxx store in Washington.

    The stock market's recent strength is boosting consumers' savings, and they're responding by saving less, a new study shows.

  • Retiring with more: Don't wing it on your 401(k) Tuesday, 27 Aug 2013 | 12:41 PM ET

    Americans are saving more for retirement, but it's probably still not enough, according to a new analysis released by Fidelity. As of June, the average 401(k) balance was $80,600.

  • Least tax-friendly states for retirees Monday, 26 Aug 2013 | 11:04 AM ET

    Due to a combo of taxes on ordinary income, pensions, real estate, inherited property and estates, these 10 states can best be described as hostile territory for seniors.

  • Can't figure out your 401(k)? You're not alone Monday, 19 Aug 2013 | 12:30 PM ET

    A majority of Americans are bewildered when it comes to managing their 401(k) retirement plans, according to a new survey from investment firm Charles Schwab.

  • In wake of Detroit, what is a pension liability? Wednesday, 14 Aug 2013 | 11:30 AM ET

    A pension liability is the difference between the total amount due and the actual amount of money the company has on hand to make those payments.

  • Retirement alchemy: Less becomes more Friday, 9 Aug 2013 | 12:18 PM ET

    Some retirees with mortgages are considering downsizing to reduce expenses. One survey says more than 40 percent of Americans ages 50 to 64 plan to move within five years.

  • Afraid of living too long? Buy this Thursday, 8 Aug 2013 | 3:36 PM ET

    With the possibility of spending two decades or more in retirement, some baby boomers are buying longevity insurance so they don't outlive their money.