Tag: Retirement planning
Here’s how to pay 0% capital gains taxes with a six-figure income
Luminola | E+ | Getty ImagesIt's natural to fixate on portfolio losses, especially with the S&P 500 down more than 20% for the year.But you may st [...]
CNBC’s FA 100 recognizes advisors who help people make smart money moves
Marko Geber | DigitalVision | Getty ImagesIn times of uncertainty — turbulent markets, high inflation, geopolitical turmoil — we often write about wha [...]
Here’s how we determine the FA 100 ranking for 2022
Peopleimages | Istock | Getty ImagesCNBC enlisted data provider AccuPoint Solutions to assist with the ranking of registered investment advisors for t [...]
Pro athletes Isaiah Thomas and Dexter Fowler dish about top money tips
Malerapaso | Istock | Getty ImagesHUNTINGTON BEACH, Calif. — Professional athletes are faced with a difficult task early in their careers — learning t [...]
How much cash you need in an emergency fund at every career stage
Nirunya Juntoomma | Istock | Getty ImagesIf you're feeling unsteady amid stock market volatility, high inflation and rising interest rates, you may wo [...]
Planning ahead can help families afford long-term care amid inflation
Stan Horwitz and his family didn't have any plans regarding long-term care until there was a crisis. His father, Martin, was in his late 80s and lived [...]
How to save $1 million for retirement on an annual salary of $70,000
Consistently saving a small percentage of your salary is a simple way to ensure you're prepared for retirement.As a rule of thumb, most financial advi [...]
What experts say to do before, during and after filing for bankruptcy
Personal bankruptcy filings have fallen dramatically since the beginning of the coronavirus pandemic, but with interest rates rising and government re [...]
Employee stock purchase plans may be risky. What to know
How employee stock purchase plans worksTypically offered to all employees, ESPPs may allow you to purchase company stock at a discount of up to 15%, c [...]
Lawmaker urges Treasury Department to nix Series I bonds ‘red tape’
As the cost of living soars, one federal lawmaker wants to remove any barriers to buying Series I bonds, an inflation-protected and nearly risk-free a [...]
Why inflation is less likely to hurt retirees
Inflation has continued to rise, but some retirees won't feel the brunt of many soaring costs, experts say.Annual inflation jumped by 9.1% in June, gr [...]
Here’s how much cash you need for a recession, according to advisors
designer491 | iStock | Getty ImagesWith the threat of a recession looming, more financial experts are sharing how to prepare — including how much cash [...]
Some experts say a recession is coming. How to prepare your portfolio
Phonlamaiphoto | Istock | Getty ImagesMonths of stock market volatility, surging inflation and rising interest rates have left many investors wonderin [...]
Retirees traveling check Medicare coverage to avoid costly surprises
Tom Merton | Getty ImagesIf you're a retiree on Medicare and feel the itch to travel, be sure you know whether your insurance plan can go with you.Whe [...]
Women prefer values-based investing. Here’s how that impacts their wealth
Mint Images | Mint Images Rf | Getty ImagesWomen prefer investing in a way that helps the environment and does social good, some studies have found. S [...]