Financial Advisor Hub
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Being a millionaire can seem like the entrance into an elite club. Others believe it's a magic number to reach to retire comfortably. » Read More
By: Kathryn Hauer, financial planner with Wilson David Investment Advisors
Traditional IRA, 401(k) and 529s work differently but can be smart accounts to invest in if you understand their unique tax-free qualities. » Read More |
By: Alison Davies, certified financial planner at Fruition Advisors
A look at nine reasons why a Roth individual retirement account is a fantastic investment vehicle for most savers. » 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 |
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Retirement depends on a few interconnected financial disciplines. Some have to do with behavior, and others concern prudent planning.
For many retirees, the move from saver to spender can feel like an abandonment of all of the principles they have known for decades.
Helping out family members financially is noble, but loaning money can sabotage personal finances and emotional well-being.
Many savers never learn about fundamental retirement-planning steps until they've already made one of these seven common mistakes.
With regard to money, some missteps can cause long-term problems. Here's what really matters when it comes to financial safety.
A home-equity line of credit adds another level of financial security and is best considered while you're in a healthy financial position.
To protect yourself and your retirement, it's important to understand the advice you're getting when you meet with a financial advisor.
With money, as in life, boundaries are necessary to create more freedom. So, I call my budget my "financial freedom" plan.
Although everyone's circumstances are unique, there are a few key questions everyone should ask to see if retiring early is a possibility.
There are dangers in 401(k) rollovers, especially when retiring early, but most mistakes can be avoided with some careful planning.
The 30-year fixed-rate mortgage is the most common way Americans attain homeownership. But don't assume it's your best bet.
Making your money last throughout retirement used to be easy. Now it's one of the biggest challenges this generation faces.
Although advisors often caution against their use, variable annuities can be the best option for a portion of retirement savings.
In meetings with two separate retired clients, advisor Bob Rall had the same piece of advice: "Go spend some money" was his message to both.
While many like the sound of an alternative minimum tax repeal, it might make their budget — and the federal government's — worse off.
Advisor Rianka Dorsainvil of Your Greatest Contribution points to Roth IRAs as ideal retirement savings vehicles for younger investors.
About Financial Advisors
- Through a series of special reports listed in the tabs above, the FA Hub provides investors with straightforward, informative and relevant content that will make investment plans and strategies more transparent and easier to understand.
CNBC's Money Editor, overseeing the Financial Advisor Hub and personal finance. Follow him on Twitter @jimpavia.
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.
