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. » Read More
By: Kelli B. Grant
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. » Read More
By: Dominique Henderson, wealth advisor at DJH Capital Management
It is indeed possible to create a tax-free income stream for life, with an asset that has been around for literally ages — bonds. » Read More
Everyone talks about volatility as a detriment to markets and investors, but no one talks about the opportunities that arise for investors during periods of market volatility.
Investors have been told to ask about financial advisors' investment philosophies before working with them, but the term means different things to different people.
To secure your retirement, you should avoid these four common investing biases that often lead investors to make mistakes.
If you got a 401(k) refund check, the IRS likely didn't find your company plan up to snuff. Here are some things you can do with that money.
The IRS wants you to make sure you're withholding the right amount of income tax from your paychecks. Here's how to make sure you're not on track for a big bill next year.
Stock market volatility reminds us privatizing Social Security is a bad idea, because it subjects every worker's lifetime contributions to the caprices of the market.
GDP is the best read the stock market has on whether peak earnings will arrive sooner than expected. If so, it's time to sell some holdings.
The Internal Revenue Service has updated its "dirty dozen" list with the scams you need to watch out for this year.
Migration to passively managed funds continues apace, but rising interest rates and increased market volatility is leading to a concurrent move away from pure indexing.
Three members of the CNBC Financial Advisor Council chime in on the prospect of cryptocurrencies, and the blockchain technology they rely on, as investments.
Prior to the new tax law, you were able to take out a home equity loan or a home equity line of credit, use it to pay for anything and deduct the interest. That's changing.
While less than 1 percent of individual taxpayers are audited, certain aspects of your tax return can cause scrutiny from the IRS.
Financial professionals generally take market swings in stride, so how can their clients protect themselves from their own emotional reactions?
The CNBC Digital Financial Advisor Council weighs in on strategies they are recommending to clients based on changes to U.S. tax law.
If a look at the new tax law has you flinching and ready to call the movers, it's time to settle down and weigh the pros and cons.
In the hit film Black Panther, financial leaders' success is measured by the legacy inherited by their successors.
The oldest Gen Xers just got AARP cards, but 40 percent of people in this much-maligned demographic don't have retirement plans in place.
Tax season is one of the busiest times of the year for scammers and they are asking for iTunes gift cards as a form of payment.
Americans have more than doubled their average spend on so-called drunk shopping, according to to a new survey.
If you're already making your clients' best interests a priority, you should use that to your competitive advantage.
Retiring earlier than expected could throw a wrench into retirement health costs. Here's how to plan for success.
Waiting until age 70 to take Social Security can be a smart financial move, but it isn't the right choice for everyone.
It is possible to create a tax-free income stream for life, with an asset that has been around for ages — bonds.