While the terms can seem appealing, there are short-term and long-term downsides to tapping that nest egg. » Read More
By: Lorie Konish
Tools on the market may help you or your financial advisor sift through thousands of rules to understand when it’s best to claim Social Security based on your situation. » Read More
Before using an automated investment solution, consider if it's the best choice. The pros and cons of using a robo-advisor depend on your situation and goals.
A variety of factors contribute to determining if you should invest in target-date funds, but it is most important to understand what a target-date fund is and how it works.
Lawyers warn that the IRS could take a closer look at state programs that grant a hefty tax credit in exchange for donations to certain government programs.
Twice yearly, many executives can opt to put away money for their retirement in company-sponsored non-qualified deferred compensation plans.
Since 2008, the year of Bernie Madoff and the Great Recession, more investors have been working with multiple advisors, but experts caution against the practice.
You can maximize how much you receive in Social Security retirement benefits if you know the ins and outs of the rules for claiming. Test your knowledge here.
Many people are unprepared to retire. The growing student loan debt balance in the country threatens to make things much worse.
Many people who change jobs transfer funds from their previous employer's 401(k) into their new employer's plan, but there are other options, say advisors.
The $30 trillion wealth transfer is coming but will not happen neatly. When the boomers pass on their savings, it will be small, fragmented and drained.
Borrowing against your home can be a convenient way to access cash, but it also carries risk. If you're considering it, here are five things you need to know.
If you own a small business, you just might qualify for a 20 percent tax deduction. Here's the problem: A number of business owners are still uncertain as to whether they can take it.
Opportunities this year may await investors who can identify promising small companies laboring in relative obscurity.
People are pessimistic about their financial future, but when their later decades finally roll around, well, they're not so bad, according to new findings from Gallup.
If you name someone who your advisor can alert if they suspect something is amiss with your account, make sure the person can be trusted to act in your best interest.
The Tax Cuts and Jobs Act of 2017 didn't directly address defined-benefit retirement plans but did change tax deductions in ways advisors say make them more appealing.
Athletes' career earnings are compressed into a handful of years. So they must not only save but also invest wisely, all while navigating the minefield of people looking to take advantage of them.
Leaving your estate plans undone can leave you susceptible to financial mishaps and even fraud. Here's where to start to get your financial house in order.
Young workers are poised to benefit from health savings accounts. Before you jump into a high-deductible health plan to take advantage of that HSA, here's what you need to know.
Before retirement, just half of Americans foresee a comfortable old age; after retirement, the share of people who report being comfortable swells to nearly 80 percent.
Passage of the Tax Cuts and Jobs Act will impact scores of taxpayer financial transactions, from Roth IRA conversions to 401(k) loans and charitable donations.
In a world of big box retail and e-commerce, successful business owners are taking new paths to Main Street success.
Covid-19 is expected to be with us for years even if the colossal investment in treatments and vaccines eventually manages to contain and control the global pandemic. The world will look dramatically different in its wake. As businesses begin the shift from crisis mode to planning for the lasting impact of Covid, CNBC’s journalists will hunt for cases of companies and industries taking a leading role in shaping Our New Future.
CNBC’s financial reporters weigh in on what every investor needs to know when it comes to companies' earnings reports.
TipRanks analyst ranking service pinpointed some of the picks of Wall Street's best-performing analysts.
The bank highlighted a number of stocks across various pet-related segments for investors to play the "pet boom."
After a number of false starts, the hydrogen market is on the cusp of growing into an $11 trillion industry.