The Social Security program is approaching insolvency, and the demographic to be hit hardest by any reduction in benefits will be women, who tend to earn less, claim benefits earlier and outlive men. » Read More
By: Andrew Osterland
As the nation's financial advisors start to age out of the workplace, the industry is facing the fact that the number of graduates from university and college financial planning programs won't come near to replacing them. » Read More
By: Annie Nova
Internships for professionals, many middle-aged, who've taken a break from the labor force are becoming more popular at financial advisory firms. » Read More
Just how viable are collectibles as an asset class for the average investor? Should financial professionals advise clients to sink hard-earned cash into hard goods as investments? » Read More
Your 50s are an optimum time to boost retirement savings, thanks to higher disposable income, pay and tax-deferred contribution limits.
The newly created myRA retirement plan will prove to be a bloated bureaucratic mess, predicts financial advisor Scott Hanson.
Financial advisors note that mature and insightful investors in their 40s still have time to build significant retirement savings.
Investors in their 30s are prone to missteps that can derail long-term savings plans, such as funneling too much money into homes and 401(k) plans.
Faced with debts, expenses and low income, some Gen Y workers put off financial planning for retirement, but it's best to save earlier and smarter.
Many put off retirement health-care plans, but most cost and care worries are addressed by healthy living, dialogue and financial advice.
Converting traditional IRA or 401(k) savings to Roth IRAs burdens people who plan to retire in no-income-tax states with unnecessary state taxes.
A 401(k) plan is the main source of retirement for many workers and yet plans are often ignored and not reviewed.
Before surrendering an annuity, investors need to make sure they understand the consequences of these complex investment products.
Getting a handle on weekly cash flow will likely have more of an impact on someone’s life than any other aspect of personal financial planning.
While the last few months of the year are all about holidays and family, it's also a great time for individuals to get their tax planning into place.
Don't avoid "The Talk" at the Thanksgiving table if your family has unresolved financial issues.
Whether it's money you were banking on or a pleasant surprise, an inheritance is a gift that should not be frittered away. Here are ways to make the most of a bequest.
When young adults are starting to build a financial plan for their life, one of the hardest things to figure out is what to ask a financial advisor.
One of the biggest fears baby boomers have is that they'll outlive retirement savings. Three advisors offer their guidance on how to plan wisely.
Financial advisors agree that the earlier clients begin their 2014 tax planning, the more opportunities they may have to slash tax liabilities.
Eight members of the CNBC Digital Financial Advisor Council share their top three concerns for 2014.
'Tis the spending season: Certified financial planner Brittney Castro offers five tips on how to save on those budget-busting annual holiday expenses.
As 2014 nears, financial advisors stress clients should minimize tax bite and hedge against market downturns and cyberattacks.
How can you make sure you have enough money to retire? For people in their 40s and 50s, that's a main question. Top advisors have the answers.
Louis Barajas is founder and CEO of Wealth Management LAB, a fee-only firm specializing in the entertainment industry.
Sophia Bera, founder of Gen Y Planning, has been named one of '10 Young Advisors to Watch.'
Douglas Boneparth is president of Bone Fide Wealth, a Manhattan-based wealth management firm focusing on millennials, young professionals and entrepreneurs.
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.
The Social Security program is approaching insolvency, and the demographic to be hit hardest by any reduction in benefits will be women, who tend to earn less, claim benefits earlier and outlive men.
As the nation's financial advisors start to age out of the workplace, the industry is facing the fact that the number of graduates from university and college financial planning programs won't come near to replacing them.
Internships for professionals, many middle-aged, who've taken a break from the labor force are becoming more popular at financial advisory firms.