CNBC U.S. Contributors
Anna Robaton
Anna Robaton is an experienced business journalist, with expertise in mutual funds, real estate, personal finance and health care.
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- By: Anna Robaton
The coming transfer of $30 trillion in assets from baby boomers to their heirs is creating challenges for clients and advisors alike.
- Got married? Hit the big 5-0? If you had a major life event in 2016, here's your year-end to-do listBy: Anna Robaton
Here's a year-end to-do list for those who had major life changes in 2016, from first-time parenthood to retirement.
- By: Anna Robaton
Nearly 18 million Americans were victims of identity theft in 2014. Here are a few steps you can take to protect yourself.
- By: Anna Robaton
The coming transfer of $30 trillion in assets from baby boomers to their heirs is creating challenges for clients and advisors alike.
- By: Anna Robaton
Tax-related scams peak during filing season but are a constant threat, cheating individuals and the government out of millions of dollars.
- By: Anna Robaton
During the holidays, it can be tempting to put off financial decisions, but taking certain steps now may well be worth the effort.
- By: Anna Robaton
ETFs are tax-efficient and have low annual fees, cost advantages that give them a leg up with investors in today's low-yield environment.
- By: Anna Robaton
With baby boomers warming to reverse mortgages, regulators are debuting rules that shore up the government-backed loan program.
- By: Anna Robaton
Given high health costs in retirement, some workers are better off saving via workplace health savings accounts rather than 401(k) plans.
- By: Anna Robaton
Special-needs trusts in estate plans help parents pass on assets to a disabled child without jeopardizing government benefits.
