Financial Advisor Hub
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The difference between how much you expect from Social Security in retirement and what you actually get might be bigger than you think. Take these steps now to increase your benefits. » Read More
By: Ted Snow, founding principal, Snow Financial Group
Passing down wealth involves more than minimizing estate taxes owed on the inheritance. Here are some best practices to consider. » Read More |
By: Chad Rixse, co-founder and chief compliance officer of Millennial Wealth
A human advisor can help clients prioritize and track goals and adapt to life changes. This inherently builds a relationship that extends beyond just the nuts and bolts of investing. » Read More |
By: Jim Pavia
Millennials, in general not known for saving much for retirement, are embracing micro-investing, or setting aside small amounts regularly, often via mobile apps. » Read More |
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More than 1 million minors were victims of identity theft or fraud last year, many of them age 7 or younger. Here's how to protect your kids.
Financial advisors and the Fed differ on whether inflation is set for a comeback. Here are tactics to provide investors with some valuable protection in the event of an uptick.
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Who says child stars aren't good with money? Cary Guffey, who played the young boy abducted by aliens in Steven Spielberg's 1977 classic "Close Encounters of the Third Kind," now oversees $170 million in assets as a financial advisor.
While names of these popular funds abound, they all aim to beat the market (beta), either with better performance or better management of risk.
Financial advisor Winnie Sun explains why a Roth IRA is the best place to build your retirement savings.
How well you understand the ins and outs of Social Security entitlements could make a big difference in how much you receive over your lifetime.
The threatened $100 billion in tariffs on Chinese goods may hurt investment portfolios, but don't get rid of mutual funds containing China investments before careful analysis.
Fidelity, using new data, estimates that medical care could cost a healthy couple $280,000 in retirement. But if you leave the workforce earlier than expected, a coverage gap could boost expenses.
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If you're among the few Americans aiming to delay Social Security claiming until age 70, here's how to plan your finances to make the most of that move.
It is indeed possible to create a tax-free income stream for life, with an asset that has been around for literally ages — bonds.
Trying to predict what the market is going to do is extremely difficult because there are too many factors influencing the price of stocks and bonds.
There are several tax deductions seniors and their families can take advantage of that would give them extra money to help with long-term care expenses.
It's easy to pay for nearly anything with credit cards but here are six expenses to never pay for with plastic, according to Experian.
Financial advisors call the failure to update beneficiary lists after major life events one of the most common and potentially costly retirement and estate planning errors that savers and investors make.
The financial climate is volatile, and it's normal to freak out when stocks take even a small dive. Here are three ways to handle a market dip.
The growing popularity of bond funds for investors is due to the simple fact that they are the simplest, cheapest way for investors to buy a diversified basket of bonds.
About Financial Advisors
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CNBC's Money Editor, overseeing the Financial Advisor Hub and personal finance. Follow him on Twitter @jimpavia.
Financial Advisors
How much you receive from Social Security may fall far short from what you expect. It's important to plan ahead.
Passing down wealth involves more than minimizing estate taxes. Here are some best practices to consider.
Human advisors help clients track goals and adapt to change, extending beyond the nuts and bolts of investing.
