The future of financial planning will be radically different, thanks to new technology. Here's how firms large and small are already starting to test the waters with this technology. » Read More
A financial advisor in the Washington, D.C., area was convicted of bilking clients out of millions in a Ponzi scheme she sought to protect with voodoo spells. How to avoid linking your financial fate to a potential fraudster. » Read More |
By: Billy Lanter, fiduciary investment advisor at Unified Trust Company
Rather than one final retirement, mini retirements are a series of intentional breaks throughout your career and require careful financial planning to make sense. » Read More |
By: Darla Mercado
A growing number of older adults expect to continue punching in at the office well after they've hit 65. That could have some impact on your Medicare planning. Here's what you should know. » Read More |
If you want to invest based on your ethics, there's a way to do that. Say hello to sustainable investing. Here's how you can get started.
Retirees who love beach life and high culture can get both in these five foreign cities.
Don't know much about investing? A target-date fund is easier, but you still need to do some homework.
As the economy strengthens and the U.S. equity market hovers at near-record levels, investors are faced with a conundrum: Should they take some equity risk off the table to avoid a pullback? Or should they stay fully invested and ride the wave?
Both high-yield bonds and leveraged loans are priced to near perfection, with credit spreads still hovering at historic lows. They are a bet on the U.S. economy and that it will be another year or two before the cycle turns.
If your broker switches firms, you don't immediately need to decide what to do with your investments, says Barry Glassman, founder and president of Glassman Wealth Services.
Americans aren't saving enough for retirement. The powers that be in Washington must take action to prevent the retirement crisis from getting even worse.
As the open-enrollment period begins, take a closer look at all of the health and personal insurance benefits your employer offers, and consider which ones make sense for you and your family.
Retiring in your 60s and 70s can seem a challenge to pull off. So how are some people pulling it off in their 30s and 40s?
Social Security's cost-of-living adjustment for 2019 is the largest increase in recent years. Here are several steps you can take to make the most of that hike.
Roughly 40 percent of Americans who are considered middle class will fall into poverty or near poverty by the time they reach age 65, according to a recent study by the Schwartz Center for Economic Policy Analysis at The New School.
Individuals who are collecting Social Security benefits will see a 2.8 percent cost-of-living adjustment in 2019, the biggest boost since 2012.
Autonomous vehicles could change everything about the way we travel on the road, particularly during our retirement years.
Coming to a financial transaction near you: blockchain, the underlying technology behind cryptocurrency. Joe Duran, founder and CEO of United Capital, shares his thoughts on the future of this digital ledger.
An October tax-filing extension is open to all U.S. citizens who need more time to file an accurate tax return. However, you need to fully understand the requirements, risks and rewards of doing so.
Sun has some tips on how people can capitalize on their credit card perks.
CNBC's Money Editor, overseeing the Financial Advisor Hub and personal finance. Follow him on Twitter @jimpavia.
The future of financial planning will be radically different, thanks to new technology. Here's how firms large and small are already starting to test the waters with this technology.
A financial advisor in the Washington, D.C., area was convicted of bilking clients out of millions in a Ponzi scheme she sought to protect with voodoo spells. How to avoid linking your financial fate to a potential fraudster.
Rather than one final retirement, mini retirements are a series of intentional breaks throughout your career and require careful financial planning to make sense.
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