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
Cohen, the once-high flying Wall Streeter, has taken a stake in a company that looks to steer young investors into index funds.
Saving for retirement should take precedence over saving for college, and parents should use cash flow to fund college.
Investment diversification of assets goes beyond stocks and bonds, beginning with goals, asset allocation, risk tolerance and time horizon.
Tax-related scams peak during filing season but are a constant threat, cheating individuals and the government out of millions of dollars.
Wealth managers are telling clients to defer their income and maximize their deductions before the president-elect takes office.
While we can't escape the ups and downs that come with being a long-term investor, there are smart ways to manage through volatility.
Many financial advisors agree you have to be careful with so-called annuity illustrations that seem too good to be true.
People put off planning estates due to time constraints or emotion, but the goal is to do proper planning without complicating the process.
Advisors say building a passive investment portfolio involves more than simply plowing cash into one passively managed fund.
President-elect Donald Trump spoke about his tax plan throughout his campaign, and now he has a chance to make it a reality.
Many don't take full advantage of 401(k) accounts, making mistakes such as failing to enroll in a workplace plan offering a company match.
The bond market is still safe, says money manager Michael Yoshikami. Here's why this is not the time to panic.
From resisting impulse buying to transferring balances, here are some tips on how to take control of your finances during the holidays.
A man's dog ate $250 in cash, but much to the fellow's relief, he learned the government will replace damaged or mutilated currency.
Most people know they need home, auto and health insurance, but confusion arises with non-required coverage, such as long-term care.
Fund managers are betting on a post-election future where inflation takes root, the economy shows real growth, and cash is no longer king.
One of the most effective tools to protect yourself from IRS scams is knowledge. Here are five tips to avoid putting yourself at risk.
Value investor Bill Miller III and his son Bill Miller IV say they disagree on airlines, a day after it was revealed Warren Buffett just jumped into the stocks.
Bill Miller tells CNBC that embattled drugmaker Valeant Pharmaceuticals will clean up its act
The reason that investing only in so-called "good" investments won't work comes down to one simple fact: We don't know the future.
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.