Advisor Insight

More

  • Twisty road caution sign

    It's natural to turn to the internet for free retirement-planning tools, but finding a good one may not be as clear-cut as you think.

  • Lottery winner

    Just won the Powerball drawing? What now? Here are 10 tongue-in-cheek suggestions for what to do after meeting with a financial planner.

  • Dollars cash

    Trying to budget your wealth to get through retirement? A financial plan before and in retirement is an important tool for all investors.

  • Uncle Sam

    Studies find age and credit score good indicators as to how taxpayers view annual tax refunds, as well as how wisely they'll spend them.

  • Cracked eggs

    If you're saving for retirement with one of the leading brokerage firms, you're probably losing retirement income to hidden fees.

  • Taxes states

    WalletHub.com ranked the 50 states and District of Columbia on their residents' financial savviness. A look at the top and bottom five.

  • R.I.P.

    How Americans envision retirement has changed, evolving from a permanent vacation to an active stage of life that still includes some work.

  • Retired couple looking home

    A look at four strategic uses of home-equity wealth that can allow the aging baby boomer generation to retire in place at home.

  • Clown

    It's important for DIY investors to not lock into one way of viewing the market, be it bullish, bearish or somewhere in the middle.

  • Man examining coins with magnifying glass  at home

    Make sure you're up on credits you may be able to claim. It could make a serious dent in your tax burden or even result in a tax return.

  • Cash dollars

    Filing a last-minute 2015 tax return? Here are 10 tax credits to claim, covering child care, education and health expenses and more.

  • Stocks, numbers

    Despite a bad picture for corporate earnings, stock indexes are rallying near all-time highs. Investors should brace for more weak results.

  • Businessman adjusting tie

    Many people using a financial advisor do not know whether they are a broker or investment advisor or what services must be provided.

  • credit report score personal finance

    A credit rating affects more than just loans and credit cards. It impacts whether you can rent a home, buy insurance or get that new job.

  • Businessman empty pockets

    Unexpected events during retirement could wreak havoc on even the most well-crafted financial plan. What to watch out for.

  • Credit score

    Understanding credit reports can make all the difference to financial fitness. Here is a look at six things everyone should know about them.

  • Older woman counting coins on a table

    New retirees with a lot of free time often quickly find that spending can get out of control. Here are 10 ways to help rein in costs.

  • 401K savings jar

    Saving for retirement via a 401(k) might not be perfect, but for many it is the only option. Here are 5 ways you can maximize its growth.

  • Long term care

    If you're too rich for Medicaid and don't want to rely on family or spend down assets for long-term care, LTC insurance might be a solution.

  • Stock prices electronic display

    With bond ETFs, investors see the price at which they can buy and sell, allowing them to better make informed decisions about investments.

Financial Advisors

Latest Special Reports

  • Exploring smart growth strategies and industries, and the companies moving them forward.

  • Financial Advisor

    Some investors turn to advisors for career planning. A look at how FAs help clients assess talent, skills and training.

  • CNBC’s first-ever exclusive survey of Americans with $1 Million or more in investable assets.