As of July, online advisors (often dubbed “robo advisors”) had an estimated $8B under management, a 34% YOY increase, according to the data firm Corporate Insight. They’re particularly appealing for millennial investors, but older investors are starting to sign on too. Could the ease of investing with these online services like Wealthfront, Betterment and FutureAdvisor. help to close the retirement savings gap? We’ll look at how they’re working with employers and individual investors, and how larger brokerage firms are taking a cue (or partnering with) their digital counterparts.» Read More
Most important factors that financial planners use to help clients figure out when to begin Social Security benefits are key considerations that everyone should make based on new AARP/FPA survey.
Jeffrey H. Snyder, vice president and senior consultant of Cammack Retirement, explains how investors concerned about their retirement plans, can protect their portfolio.
Retirees used to be able to manage their retirement income using a simple rule of thumb, but no more.
Worried about having enough money for the retirement you want? You’re not the only one. Surveys consistently cite money as a top concern for Americans heading into retirement. We’ll explore different income strategies to make sure you’ve got enough money to enjoy a long retirement.
How to pick the right financial advisor for your needs and goals.
CNBC's Landon Dowdy gives tips on what you should look for when choosing a financial advisor.
Governments in much of the world face the daunting prospect of fierce opposition to raising retirement ages, but in Asia, much of the population wants to see increases.
Governments in much of the world face the daunting prospect of fierce opposition to raising retirement ages, but in Asia, many want to see increases.
Jeannine English, President, AARP, talks to CNBC's Sharon Epperson about how to claim and maximize Social Security benefits.
CNBC Senior Finance Correspondent Sharon Epperson discusses the first-ever joint AARP/Financial Planning Association survey on Americans' knowledge of Social Security with FPA president Ed Gjertsen II.
Now's the time to rebalance portfolios, boost retirement contributions and make donations so you can cut your tax bill in April.
Most workers who are eligible for the Saver’s Credit don’t even know that it exists. An explainer on a little known tax break that could save lower income Americans up to $1,000 a year.
A little known tax break could save many Americans up to $1,000 a year. Sharon Epperson explains.
Most financial advisors say the decision whether or not to convert a traditional IRA to a Roth IRA makes most sense for those who with be in a higher tax bracket in retirement. But for some who may be in the same tax bracket or even a lower one, a Roth conversion could be a good move
Too many millennials are saving much less than they should for retirement. Here are the targets they need to hit.
More people are waiting longer to claim Social Security benefits, which can boost their monthly checks by up to 76 percent.
Recent swings in the market may have many retirement investors worried as some target-date funds -- a popular and often default option in many 401(k) plans -- miss their mark.
The financial crisis may be seven years in the past, but its effects still linger over baby boomers and Generation X.
Discussing Goldman Sachs' new low cost ETFs, with Founder of The Vanguard Group Jack Bogle.
Founder of The Vanguard Group Jack Bogle, discusses the Fed's decision to keep rates unchanged, and his advice for retirement planning.