The way you choose to receive professional financial advice could make or break your portfolio. » Read More
By: Ilana Polyak
Although some investors choose between active and passive portfolio management, there's a third option incorporating both: core and explore. » Read More
By: Ilana Polyak
Advisors are retooling, recognizing tomorrow's clients will have different priorities and preferences than their baby boomer parents did. » Read More
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.
For those who believe financial plans can wait until December, think again. Financial advisors stress that now is the time to get serious about your financial planning checkup.
When it's finally time to start drawing down that 529 account, here's how to make sure you take advantage of tax breaks and make smart choices.
Being their own boss is easing the transition to retirement for some boomers. Ten percent of workers 45 to 74 plan to start a business, according to a recent survey by AARP.
A retirement formula devised in the 1990s doesn't seem to hold up in an environment of low-yielding bond, volatile stock markets and inconsistent returns.
Should you take 3% from your retirement each year? 4%? More? It depends on how much your savings will earn, how long you live, and changing inflation, so start calculating now.
Hobbled by student loan debt and a weak job market, many young adults wonder if they'll ever be comfortable enough financially to have kids.
The Supreme Court’s ruling on gay marriage isn’t just an emotional victory for same-sex spouses. It’s a practical one that will usher in a sea change and prompt lawsuits.
A new report portrays Generation X as the most direly affected by the retirement savings crisis, and suggests their spending habits are to blame.
Prenuptial agreements are common among the financial elite. Divorce settlements can be astronomical. But in some cases, prenups may make sense for the 99 percent.
Google is your best friend when it comes to catching a financial advisor with dreams of pulling off a Ponzi scheme before they make off with your money.
The financial advice services you choose could make or break your portfolio.
Although some choose between active and passive portfolio management, there's a third option: core and explore.
Advisors are retooling, recognizing tomorrow's clients have different priorities than their baby boomer parents did.