Volatility, global interdependence, emotional investing, inflation and low interest rates are ending traditional investment strategies. » Read More
By: Kathryn Hauer, financial planner with Wilson David Investment Advisors
Traditional IRA, 401(k) and 529s work differently but can be smart accounts to invest in if you understand their unique tax-free qualities. » Read More
There are dangers in 401(k) rollovers, especially when retiring early, but most mistakes can be avoided with some careful planning.
Making your money last throughout retirement used to be easy. Now it's one of the biggest challenges this generation faces.
Advisor Rianka Dorsainvil of Your Greatest Contribution points to Roth IRAs as ideal retirement savings vehicles for younger investors.
To lessen the bite taxes take on retiree's portfolios, savvy advisors train their focus on income, expenditures and asset location.
Rianka Dorsainvil, financial advisor to the millennial set, explores all the 401(k) options available to savers when changing jobs.
If you're lucky enough to hit the jackpot, the right financial planner can help you avoid mistakes that have bankrupted other winners.
Many investors are unaware of the professional conduct of the financial advisor they work with, but there are ways to gauge trustworthiness.
Investors who have avoided the market or had a liquidity event have some things in common regarding investing readiness — or lack thereof.
When considering a fee structure, advisors should take stock of the overall client experience they provide to all tiers of clientele.
One million dollars isn't some amazing amount of money, says one advisor. In fact, it may not even be enough for a comfortable retirement.
Author and life coach Tony Robbins and his colleague Peter Mallouk have some advice for President Trump — about taking advice.
When setting up a special needs trust for a loved one, it's important to consider costs, type of trust and choice of trustee and caretaker.
Rianka Dorsainvil, president of Your Greatest Contribution, lists the 10 biggest investing errors Gen Y is making today.
Shark Tank's Kevin O'Leary offers a solution for younger investors to have a diversified portfolio with a low investment threshold.
Up to a third of savers have cashed out a retirement plan. Financial advisors share worst-case scenarios they have witnessed.
With many people living 30 years after retiring, ensuring you don't outlive your nest egg requires self-introspection and number-crunching.
Get the best of CNBC in your inbox
The Small Business Survey provides insight to Main Street opinions on regulation and hot issues facing smaller firms.
The latest news from the Squawk Box team on investing and business.
Business icons and provocateurs share their innovative models. Learn how to upend old industries and start new ones that move markets.
Volatility, interdependence, emotional investing, inflation and low interest rates are ending traditional investing.
Putting together a set-it-and-forget-it portfolio has served advisor Christina Empedocles well over the last 20 years.
Being a millionaire can seem like an elite club. Others believe it's a magic number to reach to retire comfortably.