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
A new advisor survey shows that less than half of financial planners are looking for new ways to diversify their clients' investments.
The last thing most of us want to do right now is think about taxes again. But if you want to save money, there couldn't be a better time.
Estate planning is difficult enough for people with close family ties and friends. For those without them, here's what advisors suggest.
Many investors are unaware of the professional conduct of the financial advisor they work with, but there are ways to gauge trustworthiness.
Most investors have heard the term, but many haven't grasped that an asset mix for one person may be completely inappropriate for another.
There are many opportunities for leveraging the power of a 401(k). Advisors shared with CNBC.com the smartest and dumbest ways they've seen.
By taking advantage of the backdoor IRA strategy, high-income earners can have more tax-free funds available in retirement.
See what International Living ranks as this year's top 5 easiest places to move abroad for retirement or just for a change of pace.
One million dollars isn't some amazing amount of money, says one advisor. In fact, it may not even be enough for a comfortable retirement.
Many investors, even those who work with a financial advisor, have no idea how much money they would lose in a stock market crash.
As the investment advisory industry becomes more client-centric, advisors are working in non-traditional ways, tapping non-financial skills.
Here are nine easy ways to help keep your financial data out of the hands of cybercriminals.
Even if you've never saved, entering your 50s offers certain opportunities you should seize to begin preparing for your golden years.
Investors who have avoided the market or had a liquidity event have some things in common regarding investing readiness — or lack thereof.
Trust is the key reason clients opt for one financial advisor over another. Here are steps advisors can take to build a solid relationship.
Author and life coach Tony Robbins urges Americans to get educated about the fees they pay for portfolio management and retirement saving.
Investors usually have a good reason for being bullish on a stock when they buy it. But few investors ask: What am I betting against?
Protection funds, a marriage between modern portfolio theory and risk pooling/insurance, can help with highly appreciated stock positions.
Younger advisors are playing an increasingly important role in capturing the $30 trillion boomers are passing on to their kids.
To help ensure that you're savvy about your own finances, here's a list of the top 10 key terms that you should know.
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.