For financially stressed Gen Xers, advisor Tim Maurer offers four maxims to help 30- and 40-somethings find security and happiness.» Read More
Millennial women are more educated, wealthy and independent than their elders, so advisors would be wise to roll out the red carpet.
Traditional advisory firms that use robo-advisor technology offer the best option for investors in reaching long-term financial goals.
A new law now allows workers to invest 401(k) funds in pension plans, but savvy investors may want to steer clear of the new scheme.
The Columbus Blue Jackets player filed for bankruptcy in October after his parents poorly managed his assets for four years.
Is the 4.5% rule ironclad? Of course not; it's just a starting point. But it has helped many retirees protect their income streams.
As geopolitical and economic crises threaten to roil markets, now might be the time to devise a plan to handle any potential market selloff.
Many investors believe adhering to the so-called 4 percent rule will guarantee retirement income, but that's not necessarily true anymore.
Think stock market is a casino, a Ponzi scheme and it's best to stay out? That cynicism is costing you a lot, says a financial advisor.
Complex benefits plan options from employers can leave workers unsure of how to choose. How do you know you are making the best decision?
Before making a beeline for sunnier climes, retirees should consider several important tax, cost, health-care and housing implications.
Add sharing and giving back to working hard, respecting money and learning to save as basic skills children should learn.
With higher out-of-pocket costs for health care ahead, it's time for patients to be more proactive in handling their health-care expenses.
The goal of social impact investing is to enhance risk-adjusted returns, while generating a positive social and environmental impact.
Advisors often see clients' wealth later squandered by children, but parents can in fact protect their legacy from irresponsible heirs.
More advisors are using exchange-traded funds in clients' portfolios, citing transparency and a demand for lower-cost investments.
Leftover 401(k) plans—and whether to roll over, withdraw or borrow them—puzzle unemployed people, so CNBC turned to advisors for tips.
The quality of medical care abroad varies greatly. Travelers should know where to get adequate health care in case of a medical emergency.
In 1 out of 3 couples whose marriages seem solid, one spouse is often blindsided by news the other is unfaithful with money.
It's key to figure out how to have your home paid for by the time you retire—and to do what’s necessary to make that happen.
We know the steps to take to improve our finances, yet we are a nation that remains financially unprepared and illiterate.
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Clients keep advisors on their toes with questions about topics, from asset allocation to long-term health care.
Bob Johnson, president of The American College, dissects the decades-old Super Bowl stocks indicator theory.
Risk tolerance is comfort with market volatility, and when it comes to investing, it matters more than you think.