Financial Advisor Hub
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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.
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No one likes the topics, but not dealing with the financial consequences of death and disability could mean unnecessary hardship.
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Art and antiques investing is viewed as a hedge against stock market volatility. But this strategy comes with its own risks and expenses.
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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.
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Retirees cannot go on autopilot. Post-retirement financial planning is key to making your savings last in the golden years.
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While there are pros and cons to annuities, some experts say they have their place because they act as insurance policies that protect retirees.
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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.
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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.
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What Americans don't know understand about Social Security benefits can be hazardous to their retirement plans.
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Alternative investments are not just for the super rich. In fact, “average” investors are using a wide range of alternative asset strategies.
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CNBC's Sharon Epperson gets year-end tax planning advice from three leading financial advisors.
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Financial advisors urge investors to re-balance their portfolios before year's end as part of a fourth-quarter annual financial review process.
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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?
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
About Financial Advisor Hub
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Through a series of special reports listed in the tabs above, the FA Hub provides investors with straightforward, informative and relevant content that will make investment plans and strategies more transparent and easier to understand.
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CNBC's Senior Editor at Large, focusing on financial advisors and their investor clients' long-term planning. Follow him on Twitter @jimpavia.
Latest Special Reports
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An entrepreneurial revolution is spreading in all corners of the globe. Innovators are driving a transformation.
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Go inside the crisis in America's cities—from Oakland to Detroit and Trenton—as they fight to retain former glory.
Personal Finance
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Both sides of the publication's compilation for 2013 feature retailers and airlines.
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Advisors help heirs cope with the pitfalls of, and emotional turmoil around, the management of sudden inherited wealth.
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While $54 a person is spent on financial marketing to Americans, only $2 per person is spent on financial education.
Most Popular Video
CNBC's Robert Frank reports on the mass exodus of wealthy Chinese citizens and where their money is flowing. Frank says the Chinese are making their money in China, but investing it overseas.
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