One investing tack in uncertain times is to insist on payment up front, investing in stocks that provide sustainable and growing dividends. » Read More
The AICPA National CPA Financial Literacy Commission offers 10 year-end moneywise tips for a fresh financial start in 2018. » Read More
By: Ilana Polyak
Tax alpha is the outperformance that an investor can achieve by taking advantage of all the available tax-saving strategies. » Read More
Many investor clients of financial advisors are clueless or unaware of hidden fees or non-transparent fees they pay as part of investment management.
Complex, scary and off-putting to investors, alternative investments are increasingly being used by financial advisors in sound investment portfolios
With public and private pension plans complex and underfunded and people living longer, reevaluate pensions as part of retirement planning at year-end
Getting a handle on weekly cash flow will likely have more of an impact on someone’s life than any other aspect of personal financial planning.
Whether it's money you were banking on or a pleasant surprise, an inheritance is a gift that should not be frittered away. Here are ways to make the most of a bequest.
When young adults are starting to build a financial plan for their life, one of the hardest things to figure out is what to ask a financial advisor.
'Tis the spending season: Certified financial planner Brittney Castro offers five tips on how to save on those budget-busting annual holiday expenses.
Because pre-retiree investors are accustomed to years of overspending, many may not be able to entirely curb those habits as they enter retirement.
No one likes the topics, but not dealing with the financial consequences of death and disability could mean unnecessary hardship.
Art and antiques investing is viewed as a hedge against stock market volatility. But this strategy comes with its own risks and expenses.
How can you make sure you have enough money to retire? For boomers in their 50s and 60s that's their main question. Top advisors have the answers.
Retirees cannot go on autopilot. Post-retirement financial planning is key to making your savings last in the golden years.
While there are pros and cons to annuities, some experts say they have their place because they act as insurance policies that protect retirees.
Most people in 401(k) plans have no idea how to manage them. That’s why professional advice can help individuals make smart investment choices.
According to a new study by the American Society of Pension Professionals & Actuaries, retirement funds could lose as much as 20 percent in value, reports CNBC's Sharon Epperson.
Alternative investments are not just for the super rich. In fact, “average” investors are using a wide range of alternative asset strategies.
CNBC's Sharon Epperson gets year-end tax planning advice from three leading financial advisors.
Financial advisors urge investors to re-balance their portfolios before year's end as part of a fourth-quarter annual financial review process.
Five years after the global financial crisis, investors are still leery of the markets and want to know is it safe to jump back in?
In the midst of the 2008 financial crisis, it took every ounce of resolve from advisors to keep investor/clients calm and convince them good times would return.
One investing tack in uncertain times is to insist on payment up front, investing in stocks that provide dividends.
Five ideas and strategies financial advisors use to help clients with large debt loads improve their financial outlook.
The AICPA National CPA Financial Literacy Commission offers 10 year-end tips for a fresh financial start in 2018.