Financial Advisor Hub
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The richest individuals face the unique challenge of trying to make their money last for generations. What they are teaching their children may help your own family. » Read More
By: Darla Mercado
Say hello to the health savings account. It's your next pot of retirement dollars. How to get the most out of your account. » Read More |
By: Frank Paré, president of the Financial Planning Association
It's critical not to lose sight of the skills that set true financial planners apart from professionals who claim the title but lack the expertise. » Read More |
By: Darla Mercado
Get a jump-start on good financial habits by talking to your kids about household finances, said Marguerita M. Cheng, CEO and co-founder of Blue Ocean Global Wealth. » Read More |
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If you are a student and think investing is something that only people with full-time jobs can do, think again.
It usually doesn't pay to claim Social Security retirement benefits early. But in certain situations, claiming at 62 can be advantageous.
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Be diligent about your financial accounts. Make sure you know where they are so they don't get "escheated" by state governments.
You can pay for nearly anything with credit cards but here are six expenses to never put on plastic, according to Experian.
Planning where to live as a retiree entails considering not just the actual location of where you'll hang your hat, but also factoring in the financial, social, and physical ramifications of your decision.
Following an investment strategy is something everyone should be doing, to ensure they get the most out of their investments.
My dad taught me not to define myself by how much I had, but by what I did with what I had. Money can't buy happiness but can provide peace of mind, freedom and flexibility.
You've worked for years to accumulate a nest egg for your retirement. These investment strategies can help you make sure that money lasts.
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If you return to work after leaving behind a full-time job, it's important to anticipate how the extra income affects other areas of your financial life.
Millionaires who plan their charitable giving say their approach is more effective and they are more satisfied with their impact; however, just 9 percent of wealthy investors receive advice from their financial advisors on philanthropy.
People turn to their screens for quick answers to their financial questions. But this can lead to shortcuts.
Careful retirement planning is more important than ever. Here are four easy things you can do on your own to help tip the scales in your favor.
If you don't have an investment strategy, you're not investing, you're speculating. And when you're speculating, your money is at the whim of the market.
Forgot to take a retirement plan required minimum distribution at age 70½? Don't just accept the penalty, say advisors. You may get the IRS to forgive your mistake.
If you've recently received an inheritance, it's probably not under the best circumstances. Here are four examples of poor decisions made by those who have received a windfall.
The Electronic Transfer Account program will soon shut down. Consumers who use this as a way to receive their Social Security or other federal benefits must transition to a standard bank account or find another option.
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
These lessons from the ultra wealthy can help your family grow a fortune that will last for generations.
Sock away dollars on a tax-advantaged basis in your health savings account. Here's how.
Don't lose sight of skills that set true financial planners apart from professionals who lack the expertise.
