Shelly Schwartz is a CNBC contributor who specializes in personal finance and retirement coverage.
Before serving as executor of an estate, educate yourself on how much work is involved and assess whether you're able to handle the job.
A study by AARP and the FPA found a wide gap between consumer perceptions of Social Security and the reality that advisors preach.
Moving in retirement can have a major impact on living standards, target retirement dates and even the health of a marriage, say advisors.
Despite massive inflows into passive investments, managed mutual funds may have a place in the average investor's portfolio.
Two new surveys find a surprising number of Americans who are otherwise financially secure are quite literally worried sick about money.
A CNBC survey found the rich wonder if an inheritance might stifle kids' drive, how much to leave and whether to discuss a coming windfall.
Financial gifts to charity can create retirement income streams, transfer wealth and provide valuable tax benefits for donors and heirs.
One-third of rich families' heirs are at risk, according to a CNBC survey, because they do not have a financial advisor–crafted estate plan.
These 10 wealthy well-knowns have amassed world-famous fortunes but expect their children to make their own ways in the world.
Due to longer lives and higher health costs, more boomers are earmarking their estates for their own use rather than willing them to heirs.