Life Changes

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• Foreign exchange: Hidden costs of retiring abroad

  12:41 PM ET Fri, 19 Dec 2014

  As many as 3 million boomers plan to retire abroad. Sharon Epperson interviews Michael Ward of USForex on the hidden costs they can expect.

• Congrats on the big payday! Now, don't blow it

  2:54 PM ET Wed, 10 Dec 2014

  Many young tech executives give up a fat paycheck to risk it all for start-up success. And they don't live to regret it.

• Encore careers are redefining retirement

  12:36 PM ET Mon, 8 Dec 2014

  More Americans are working into their retirement. But many seek meaningful work, not just financial gain.

• Retiring in a bear market (when one arrives)

  10:08 AM ET Sun, 23 Nov 2014

  Retirees who start tapping nest eggs during a bear market will come up short, but taking steps now to ensure a resilient portfolio can help.

• Tips for young investors facing financial pitfalls

  9:00 AM ET Wed, 19 Nov 2014

  Newly employed young people can get into financial trouble fast. Luckily, financial advisors have tips for the youngest investors.

• Millennials are putting no stock in equities

  9:00 AM ET Wed, 19 Nov 2014

  Rather than maximizing potential returns through big chunks of stocks in their portfolios, young investors are taking a cautious approach.

• Parents of special needs kids can bank on trusts

  8:59 AM ET Mon, 3 Nov 2014

  Advisors say a crucial step in providing for future care of a special needs child is ensuring enough money goes into a special needs trust.

• Encore careers: A second chance at profit, purpose

  12:02 PM ET Mon, 27 Oct 2014

  Whether for financial gain or fun, baby boomers are embarking on second careers that can bring in both money and, often, fulfillment.

• IRS changes the 401(k) rules for 2015

  11:43 AM ET Fri, 24 Oct 2014

  The Internal Revenue Service expanded dollar limitations for some pension plans based on cost-of-living adjustments.

• I'm just not that into you, widows tell advisors

  9:21 AM ET Sat, 11 Oct 2014

  Having left advisor relationships to their husbands for years, many women opt to find a new financial planner once widowed.

• Same-sex couples still face financial hurdles

  12:04 PM ET Mon, 6 Oct 2014

  With same-sex marriage now legal in 5 new states, gay couples must decide whether getting married will benefit or hurt them financially.

• Don’t let sudden wealth leave you broke

  8:33 AM ET Wed, 1 Oct 2014

  With 70 percent of newly wealthy people going broke within a year, advisors caution clients to manage new money wisely—with their help.

• Why where you live, work matters to your portfolio

  2:33 PM ET Fri, 5 Sept 2014

  The competitiveness of your local economy and quality of its real estate market impact your wealth and your investment portfolio.

• Advisors can help you avoid estate, will errors

  1:19 PM ET Tue, 2 Sept 2014

  Consumers who use a financial advisor as their intermediary can avoid the most common estate-planning and last will and testament errors.

• Women must overcome retirement-saving roadblocks

  1:20 PM ET Tue, 2 Sept 2014

  Despite being well educated, earning more money and controlling more wealth, many women fail to adequately plan and save for retirement.

• Why Sandwich Generation savers are in a pickle

  1:22 PM ET Tue, 2 Sept 2014

  Half of Gen Xers and a third of baby boomers support kids and elderly parents, putting their own budgets and retirement plans in peril.