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Due to tax implications, it's best for those with urgent financial needs to seek additional fund sources other than 401(k) retirement plans.
Americans leave tens of thousands on the table by claiming Social Security benefits at the wrong time, but financial advisors can help.
There are several ways and reasons to tap retirement funds before age 59½, but advisors say loss of future gains might not be worth the cash today.
Common mistakes people make with estate plans are easy to fix, but it's key to review or update documents regularly, say financial advisors.
You can now roll your 401(k) assets into your company's pension plan and the Pension Benefit Guaranty Corp. will guarantee the portion you roll over.
Growth in target-date funds and robo-advisors has led many to believe there's no point in paying advisors for help with asset allocation.
A Morningstar five-star rated fund manager reveals the secrets to his success and what he's looking for in 2015.
Some advisors say if you have the wherewithal and know-how, build a 401(k) portfolio that provides an individualized investment approach.
Successful investing boils down to creating consistent, winning strategies and regularly measuring them, author Tony Robbins tells CNBC.
Given low bond yields, the less risky side of asset allocation strategies could use revising, such as the use of merger arbitrage funds.
Investors sell at the worst time and wait too long to get back into stocks. The 'market top' and 'going to cash' calls aren't a strategy.
Women want skilled financial advisors, but they also demand transparency, reliability, understandability, sensitivity and thoughtfulness.
Asset size, number of heirs, life events, tax law and even the economic climate can impact how you should craft your estate plan.
The IRS clarified how retirement-plan owners allocate pre- and post-tax dollars to rollovers; the latter can now be rolled into Roth IRAs.
Stay in control of medical and money matters by drawing up a will, a beneficiary list, a medical directive and powers of attorney.
Many think estate planning is only for the rich, but it's recommended that everyone state their wishes in a will.
Top-rated financial advisor Ric Edelman lists 15 investment products and strategies that he would never recommend to his clients.
With 1 in 5 Americans a victim of credit-report errors, an annual financial checkup is just as important as a yearly physical.
Most investing education focuses on how to buy stocks rather than how to sell them, but the decision about when and why to sell is critical.
Confronted by a growing income gap, depleted savings and high debt, Gen X faces big financial hurdles. Six ways to get them back on track.
In an era of rapid technological advances and demographic change, how do legacy companies adapt, innovate and evolve? CNBC Evolve features iconic global companies and executives who are embracing change and transforming for the future.
Invest in You: Ready. Set. Grow. is focused on improving Americans’ money knowledge of saving, spending and investing.
All the tools you need to navigate the financial challenges of planning and paying for college.