Tapping retirement accounts should always be a last resort, as you will owe tax and penalties and reduce the possibility of market gains. » Read More
By: Christina Empedocles, founder/principal planner at Insight Personal Finance
Putting together a perfect set-it-and-forget-it portfolio has served financial advisor Christina Empedocles well over the last two decades. » Read More
By: Steve Tepper, chief operations officer at Northstar Financial Planners
In 2008, Warren Buffett bet that hedge funds could not beat a typical S&P index fund over a decade, and it's looking like he was right. » Read More
With regard to money, some missteps can cause long-term problems. Here's what really matters when it comes to financial safety.
To protect yourself and your retirement, it's important to understand the advice you're getting when you meet with a financial advisor.
Although everyone's circumstances are unique, there are a few key questions everyone should ask to see if retiring early is a possibility.
The 30-year fixed-rate mortgage is the most common way Americans attain homeownership. But don't assume it's your best bet.
Some researchers claim reports of a retirement crisis are overblown. In fact, they say retirees have never been in better shape.
Should retirees pay off their mortgage? The strategy depends on taxes, asset and income levels and attitude toward debt and investment.
Stock market returns are slipping, and economists generally agree on the cause: More baby boomers are retiring.
Many investors, even those who work with a financial advisor, have no idea how much money they would lose in a stock market crash.
As the investment advisory industry becomes more client-centric, advisors are working in non-traditional ways, tapping non-financial skills.
Here are nine easy ways to help keep your financial data out of the hands of cybercriminals.
Protection funds, a marriage between modern portfolio theory and risk pooling/insurance, can help with highly appreciated stock positions.
Companies having too much cash on hand is almost as bad as having too little when it comes to auguring future returns to shareholders.
SmartAsset.com ranked the top 10 U.S. states (and, in one case, federal district) whose citizens have the most personal debt.
There are many opportunities for leveraging the power of a 401(k). Advisors discussed the smartest ways and dumbest ways with CNBC.com.
Here are 10 top portable opportunities that can produce income fast and deliver the flexibility to take that income overseas.
With financial services a prime target for cyberattacks, many advisors say electronic safety of data and assets should be a priority.
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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.
Automation, AI and machine learning will radically influence the relationship between employers and their workforce.
Advisor-centric content with guest columns covering practice management, investment strategies and marketing/social media.
The latest news from the Squawk Box team on investing and business.