Age-based Investing
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Retirement planning goes far beyond building a nest egg. Just don't make these four common mistakes when saving for your golden years. » Read More
By: Sarah O'Brien, special to CNBC.com
Faced with a flood of clients ill-equipped to retire, advisors are becoming more comfortable with recommending reverse mortgages. » Read More |
By: Sarah O'Brien, special to CNBC.com
A new study finds young workers have higher rates of participation, savings and stock allocations in 401(k) plans today than a decade ago. » Read More |
By: Shelly Schwartz, special to CNBC.com
As college costs soar, it's important for students to file FAFSA forms quickly and correctly to maximize public and private tuition aid. » Read More |
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With the average worker changing jobs every five years, here's a look at four approaches to handling existing 401(k) plan balances.
Whether in your 20s and just starting out or you're nearing retirement, a holistic financial plan that's about more than investments is key.
Target-date funds are increasingly popular in 401(k) plans, but financial advisors say they aren't always the best fit for every investor.
Moving in retirement can have a major impact on living standards, target retirement dates and even the health of a marriage, say advisors.
Bankers Life recently ranked 60 U.S. metro areas in order of health and affordability for retirees. A look at the top 10 cities.
Pensions are a thing of the past, so millennial workers must plan and save for their own retirements, but technology can step in and help.
Some advisors say age-based 529 plan portfolios, which ignore economic ups and downs, are too "cookie-cutter" for many parents' needs.
A new survey from CareerCast.com finds that 6 of the 10 top-paying jobs are in health care-related fields.
Research reveals millennials are wary of stock markets, so financial advisors are trying new ways to court and counsel 20-something clients.
Retirement portfolio strategies vary, and advisors use terms such as "buckets" and "paychecks" to explain these approaches to clients.
With Social Security in peril, CNBC's Sharon Epperson talks to three financial advisors about contingency strategies for Gen Y investors.
A new study finds that one-fifth of Americans lend adult kids or parents financial help, with millennials the most generous generation.
Gen Y investors may or may not be more risk-averse than others, but they definitely exhibit specific generational preferences.
In goals-based investing, each financial goal is invested independently, with its own time horizon, asset allocation and risk profile.
Many put off planning for retirement or think it's too late, but investors at any age can take steps to secure their financial futures.
It's never too early or too late to save for retirement. Here's a decade-by-decade checklist of investment to-dos to keep you on track.
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Financial Advisors
Being a millionaire can seem like an elite club. Others believe it's a magic number to reach to retire comfortably.
Traditional IRA or 401(k) and 529 plans can be smart accounts to invest, thanks to their unique tax-free qualities.
A look at nine reasons why a Roth individual retirement account is a fantastic investment vehicle for most savers.
