Advice and the Advisor


  • Engaged? Tackle these to-do's before saying, 'I do' Tuesday, 18 Feb 2014 | 8:00 AM ET

    Financial advisors can help engaged couples make financial planning, from savings strategies to insurance policies, a priority before the wedding day.

  • There's more than one way to select an advisor Wednesday, 12 Feb 2014 | 8:00 AM ET

    Investors need to take time to choose the right a financial advisor. After all, this person will influence your long-term financial security.

  • Buying your first home? Read this before signing Sunday, 9 Feb 2014 | 9:00 AM ET

    Financial advisor Cathy Curtis cautions first-time homebuyers to thoroughly analyze savings, earnings and costs before making a first down payment.

  • Financial planning is not just for wealthy folks Thursday, 6 Feb 2014 | 8:00 AM ET

    A sound financial plan makes sense for anyone looking to fund a child's college education, plan for retirement or to buy a dream home.

  • Even Skilled Investors Can Use a Financial Advisor Monday, 29 Apr 2013 | 12:00 AM ET

    Expert investors are embracing financial advisors for counterarguments and best returns.

  • 15 Companies With Zero Debt Tuesday, 24 Jul 2012 | 9:47 AM ET

    According to the latest quarterly filings, only 24 companies in the S&P 500 reported having zero debt on their balance sheets. Which S&P 500 companies are debt free and cash rich? Click ahead to find out.

  • Hey millennials: Time to start spending already! Saturday, 8 Feb 2014 | 7:06 AM ET

    If millennials don't break out of this frugal state of mind, the trend could create challenges for the stock market and retail spending.

  • Roth IRAs and college costs: A better way to pay? Monday, 3 Feb 2014 | 8:06 AM ET

    Many invest for higher-education via 529 plans, but Roth IRAs also offer distinct, tax-free advantages as college savings investment vehicles.

  • Clueless investors pay price when it comes to fees Monday, 2 Dec 2013 | 9:58 AM ET

    Many investor clients of financial advisors are clueless or unaware of hidden fees or non-transparent fees they pay as part of investment management.

  • Money lessons for your four-year-old Wednesday, 20 Nov 2013 | 7:00 AM ET

    Financial education is key to retirement-planning today, as the savings burden increasingly shifts from employers to individuals, Sheryl Garrett says.

  • Common mistakes investors need to avoid Wednesday, 13 Nov 2013 | 8:00 AM ET

    For investors, the key to remember is that common financial mistakes are usually avoidable. A comprehensive financial plan can help avoid pitfalls.

  • Now's the time to plan for retirement health care Monday, 4 Nov 2013 | 8:00 AM ET

    Ignoring health-care costs can destroy a retirement plan. Retirees must plan ahead to budget for likely health-care expenses in retirement.

  • Millennial ‘investors’ have some trust issues Tuesday, 29 Oct 2013 | 8:00 AM ET

    Millennials, the next generation of investors, have trust issues. They want to do business with firms that treat them fairly and with respect.

  • Fitting annuities into a retirement plan Thursday, 17 Oct 2013 | 11:33 AM ET

    While there are pros and cons to annuities, some experts say they have their place because they act as insurance policies that protect retirees.

  • Stay-at-home spouses need retirement plans Monday, 21 Oct 2013 | 7:00 AM ET

    Stay-at-home spouses and their working partners must take advantage of their various options as they create a retirement plan. Here's some advice.

  • Forgot to 'Google' Your Financial Advisor? Tuesday, 18 Jun 2013 | 12:46 PM ET

    Google is your best friend when it comes to catching a financial advisor with dreams of pulling off a Ponzi scheme before they make off with your money.

  • How to Know When You Need a Prenup Tuesday, 18 Jun 2013 | 12:49 PM ET

    Prenuptial agreements are common among the financial elite. Divorce settlements can be astronomical. But in some cases, prenups may make sense for the 99 percent.

  • 3 Ways Boomers' Retirement Looks Better Monday, 17 Jun 2013 | 9:38 AM ET

    More upbeat about their prospects, Boomers are reshaping traditional notions of how the golden years should be lived.

  • It's never too early to save for your retirement Monday, 30 Sep 2013 | 9:00 AM ET

    While saving on your own takes some serious discipline, even small amounts can add up over time.

  • Divorcing a Bully, Protecting Your Finances Tuesday, 18 Jun 2013 | 10:35 AM ET

    You don't have to be Rupert Murdoch or his wife, Wendi Deng, to know that divorce can require as much preparation as a military campaign.

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Financial Advisor Council

  • Cathy Curtis, CNBC Financial Advisory Board

    Founder, owner, Curtis Financial Planning

  • Ric Edelman

    Ric Edelman is chairman and CEO of Edelman Financial Services, author, TV and radio host, and frequent speaker on personal finance.

  • President, CEO, Francis Financial

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