Don’t want a big tax surprise? Run through this year-end checklist to help minimize the amount you’ll pay come tax time in April!
With Americans constantly changing jobs, many leave 401(k) accounts behind at old employers. Here's what to do with near-forgotten balances.
Here are some tips on how to responsibly contribute to your grandkids' college fund this holiday season.
Despite hope that Trump will scrap the DOL's new fiduciary rule, the investment industry for now must proceed with implementation.
Geri Pell, Pell Wealth Partners senior financial advisor, gives her best tips for what investors can do by the end of the year to cut their 2016 tax bill from the IRS.
Wells Fargo isn't the only firm that's profited illegally off employees. Here's how to check if your boss is self-dealing at your expense.
Although Roth IRAs have been around for almost 20 years, just 12 percent of all money invested in IRAs is parked in these types of accounts.
Planning to continue working in retirement? Here’s how to get out from behind the desk and take on a second career you enjoy.
Saving for retirement should take precedence over saving for college, and parents should use cash flow to fund college.
Many don't take full advantage of 401(k) accounts, making mistakes such as failing to enroll in a workplace plan offering a company match.
Here are five common mistakes Americans are making when it comes to taking full advantage of their 401(k) plans.
Taking Social Security as a couple opens up more ways to strategize and increase lifetime benefits. Here's how to maximize your SS earnings.
The fiduciary ruling for advisors is a victory for investors, but fine print applies: Be aware of everything that's involved.
Medical identity theft is on the rise, and Medicare members are especially vulnerable.
During the holidays, it can be tempting to put off financial decisions, but taking certain steps now may well be worth the effort.
With only a set amount of money to work with in retirement, here's how to avoid using too much too soon.
If you’re planning on taking an exotic getaway or a family trip with the grandkids, you might be able to score deeper discounts as a retiree. CNBC’s Sharon Epperson provides tips on how to maximize your travel discounts at different ages in retirement.
Timing is everything when it comes to collecting social security. There are some exceptions to the rule that you must wait until age 70 to collect. CNBC’s Sharon Epperson explains.
Financial advisor Sophia Bera, founder of Gen Y Planning, discusses 3 key moves millennials can make to ensure a bright financial future.
If you’ve suddenly become an empty nester and want to focus on saving more cash, CNBC’s Sharon Epperson shares tips on how couples can make the most of their savings now that the children have flown the coop.