A bill that has the backing of more than 200 Democratic lawmakers would both fix the program's financial woes and expand benefits. » Read More
By: Sarah O'Brien
Of the total $2.4 million in fines doled out in December to brokerage firms, several large levies arose from alleged inadequate supervision of brokers who caused investor harm. » Read More
By: Lorie Konish
Saving more is probably on the top of your to-do list. Yet a new survey shows that most individuals have not taken crucial steps to shore up their balances. » Read More
By: Mitch Goldberg
Most financial advisors make sure the basics around death are squared away — beneficiary forms signed and wills updated — but that is often as far as they go on the subject. Here's why and how that should change. » Read More
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.
There are many college-savings options worth considering, so compare and choose the plan that makes sense for your financial situation.
Helping millennials learn the benefits of compounding can be personally rewarding—and will help you establish a future client base.
Studies show women are less confident about money than men, so advisors are helping them bridge the still-wide financial literacy gap.
The San Francisco 49ers have taken the unusual step of creating their own investment program for players with robo-advisor firm Wealthfront.
When it comes to making retirement planning and related investment issues a high priority, we are truly a nation of procrastinators.
While many financial advisors help clients set up 529 savings plans, some work with families through the entire college app process.
Whether for privacy or prudency, many benefactors and heirs turn to advisors for help in crafting airtight trusts for inheritances.
Now, as the economy hums along and the market rises, is a good time to guard your portfolio against the volatility that can strike at any time.
They may not be the most desirable client segment now, but advisors must find ways to capture the loyalty of Gen X and Gen Y investors.
Home sales are surging, and summer is a big season for real estate deals. Here are eight mistakes first-time homebuyers need to avoid.
It is time for members of Generation X, renegades and loners, to start looking to financial experts for help with their investments.
ETF Edge, hosted by Bob Pisani, is dedicated to the fastest growing investing trend right now: ETFs.
Between new federal tax bill changes and underutilized deductions, CNBC finds ways to save money while filing taxes.
Invest in You: Ready. Set. Grow. is focused on improving Americans’ money knowledge of saving, spending and investing.
A bill that has the backing of more than 200 Democratic lawmakers would both fix the program's financial woes and expand benefits.
For some taxpayers, refunds might be smaller this year. Here's how to deal and what you can do to prepare for next year.
Even though 2018 ended two months ago, these 3 strategies can still help you set aside money for your future and reduce your tax bill for last year now.