Before making a beeline for sunnier climes, retirees should consider several important tax, cost, health-care and housing implications.» Read More
The family home, long thought of as a lucrative investment vehicle, performs poorly compared to other asset classes as a means of retirement savings.
The myRA is a good idea for people unable to meet $1,000 IRA minimums. But staying in it after reaching the $1,000 mark? Not such a good idea.
Flush with cash and wary of market volatility, wealthy investors increasingly are buying rare coins and other so-called treasure assets, say advisors.
Students looking for affordable college educations are benefiting from sliding-scale tuition payment plans at many private and public universities.
Financial advisors can help engaged couples make financial planning, from savings strategies to insurance policies, a priority before the wedding day.
Investors need to take time to choose the right a financial advisor. After all, this person will influence your long-term financial security.
Financial advisor Cathy Curtis cautions first-time homebuyers to thoroughly analyze savings, earnings and costs before making a first down payment.
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.
Expert investors are embracing financial advisors for counterarguments and best returns.
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.
If millennials don't break out of this frugal state of mind, the trend could create challenges for the stock market and retail spending.
Many invest for higher-education via 529 plans, but Roth IRAs also offer distinct, tax-free advantages as college savings investment vehicles.
Many investor clients of financial advisors are clueless or unaware of hidden fees or non-transparent fees they pay as part of investment management.
Financial education is key to retirement-planning today, as the savings burden increasingly shifts from employers to individuals, Sheryl Garrett says.
For investors, the key to remember is that common financial mistakes are usually avoidable. A comprehensive financial plan can help avoid pitfalls.
Ignoring health-care costs can destroy a retirement plan. Retirees must plan ahead to budget for likely health-care expenses in retirement.
Millennials, the next generation of investors, have trust issues. They want to do business with firms that treat them fairly and with respect.
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 and their working partners must take advantage of their various options as they create a retirement plan. Here's some advice.
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.
Get the best of CNBC in your inbox
Advisors say it's time to get serious about year-end financial plans, like taxes and portfolio re-balancing.
With the world becoming more interconnected, it’s getting harder to anticipate and manage global risks. We take a look at some of the biggest risks and ways to mitigate them.
From family-run companies to public companies with family ownership, we tackle challenges and rewards facing family businesses.
The Internal Revenue Service expanded dollar limitations for some pension plans based on cost-of-living adjustments.
It’s never too early to involve your children in money matters.
Workers often roll existing 401(k) funds into new IRAs, but there are at least 4 scenarios where doing so could be a mistake.