You may want to get in on the action as pot stocks grab headlines. Experts weigh in on how to best assess the risks and opportunities. » Read More
By: Stacy Francis
The Tax Cuts and Jobs Act presents changes that impact divorcing couples. The law reverses older legislation created with the hope of freeing up more money for the divorcing couple and easing the transition from paying taxes jointly to separately. » Read More
Broker has become a dirty word in the financial advisor business, but in some cases it's the fee-based model that's the wrong approach.
When it comes to making retirement planning and related investment issues a high priority, we are truly a nation of procrastinators.
While many financial advisors help clients set up 529 savings plans, some work with families through the entire college app process.
Whether for privacy or prudency, many benefactors and heirs turn to advisors for help in crafting airtight trusts for inheritances.
Advisors often see clients' wealth later squandered by children, but parents can in fact protect their legacy from irresponsible heirs.
Now, as the economy hums along and the market rises, is a good time to guard your portfolio against the volatility that can strike at any time.
More advisors are using exchange-traded funds in clients' portfolios, citing transparency and a demand for lower-cost investments.
They may not be the most desirable client segment now, but advisors must find ways to capture the loyalty of Gen X and Gen Y investors.
Home sales are surging, and summer is a big season for real estate deals. Here are eight mistakes first-time homebuyers need to avoid.
It is time for members of Generation X, renegades and loners, to start looking to financial experts for help with their investments.
CNBC Senior Editor Jim Pavia explains why every American should have a financial advisor to help chart a course for financial security.
Leftover 401(k) plans—and whether to roll over, withdraw or borrow them—puzzle unemployed people, so CNBC turned to advisors for tips.
Women, more likely to end up widowed, must contend with how to manage a portfolio for one. Interference from the grave can get in the way.
The quality of medical care abroad varies greatly. Travelers should know where to get adequate health care in case of a medical emergency.
In 1 out of 3 couples whose marriages seem solid, one spouse is often blindsided by news the other is unfaithful with money.
When financial advisors are direct and honest with clients about finances, it can be a growth opportunity for all concerned.
Whether retirees' nest eggs are full, emptied or never feathered, three simple steps can put some wind beneath financial wings late in life.
Consumers who use a financial advisor as their intermediary can avoid the most common estate-planning and last will and testament errors.
The years just before leaving work are critical in ensuring a secure retirement, so avoid these missteps many 50- and 60-somethings make.
New fee-only advisors will find higher costs and more competition, but industry pioneers share tips on succeeding in this growing business.
You may want to get in on the action as pot stocks grab headlines. Experts weigh in on how to best assess the risks and opportunities.
Many people start investing with little education about markets and learn the hard way: by losing money. Avoid these four common investing mistakes.
The Tax Cuts and Jobs Act presents changes that impact divorcing couples. The law reverses older legislation created with the hope of freeing up more money for the divorcing couple and easing the transition from paying taxes jointly to separately.