Grads, get your 401(k) off to a great start with these tips. » Read More
Setting and forgetting 401(k) plans works for years, but at some point you must check in to ensure you're maximizing available benefits.
It's key to be aware of beneficiary forms. Naming the wrong people or failing to update those documents can create a mess for your heirs.
Gen X faces the daunting task of retirement planning that will include no pension, a potential Social Security haircut and stagnant wages.
Few people account for health care costs when planning their savings. These tips will help keep high doctors' bills at bay.
By borrowing from your 401(k) retirement plan, you are missing out on opportunities for your money to grow substantially over the long haul.
Baby boomers are not as prepared for retirement as they should be, but Gen X and millennials face the biggest future financial threats.
Don't rely on the $1 million benchmark for retirement savings. You might need more—or maybe less.
The Golden Years outlook is grim: One third of consumers aren't saving for retirement, and of the rest, most aren't saving enough.
For those with investment experience, a self-directed brokerage account can offer more choices and better control of your retirement money.
Financial advisors caution that when considering retirement locales, investors should consider factors such as tax policies.
Diversifying assets by taxability is important in building a financial planning strategy to last through working years and into retirement.
Older Americans are delaying their retirement plans. Not so fast, according to advisors in a CNBC Digital/FPA survey.
A withdrawal policy statement can help retirees manage income distributions dispassionately when market fluctuations might spur rash decisions.
While most retirees don't need to have life insurance, others--such as debtors, investors and those with disabled children--may want to keep coverage.
Estate-planning blunders, from not signing health-care directives to leaving living trusts unfunded, are common—even among the fiscally prudent.
Motivated by mental stimulation or money, more Americans over age 65 are keeping one foot in the workforce after they leave their full-time careers.
Women face a unique set of challenges in meeting financial goals, including longer life expectancy, fewer working years and smaller paychecks.
Reverse mortgages let senior citizens convert home equity into cash without having to sell their house, but such loans come with significant risk.
Obama's proposed 2015 budget, reducing tax incentives for small businesses to offer retirement plans to employees, may harm Americans' savings plans.
Financial independence, with work more a choice than a necessity, is a worthier goal than retirement for increasing numbers of Americans.
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With computers in our cars, in our pockets, on our wrists, and on our faces, we have faster, broader access to content than ever before. Host Carl Quintanilla explores this new world in "Binge."
Retiring abroad? Get the lay of the land, figure out tax obligations and plan for health-care coverage before moving.
Living on a cruise ship may make financial sense for seniors, especially in expensive locales.
A number of financial services companies offer free retirement tools. Should you trust them?