AI financial advice has risks, top-ranked advisor says
Artificial intelligence is transforming how people gather information and make decisions — including on matters of money. In fact,…
How to use your flexible spending account balance before it expires
Sturti | E+ | Getty Images Some workers with health flexible spending accounts may be on the verge…
How to talk to your adult children about their inheritance
Momo Productions | Digitalvision | Getty Images Older Americans really don’t like talking to their adult children about…
Average 401(k), IRA balances hit record highs amid 2025’s market gains
Insta_photos | Istock | Getty Images Retirement account balances, which sank at the start of 2025 amid wild market swings, hit…
Some face a ‘survivor’s penalty’ after a spouse dies — how to avoid it
D-keine | E+ | Getty Images Losing a spouse can be devastating, and survivors often face a costly…
Millionaires value personal trainers more than their wealth advisors
Cg Tan | E+ | Getty Images Millionaires are increasingly dissatisfied with their wealth managers and accountants, but they prize…
How to talk about money as a couple: ‘Money Together’ authors
Douglas and Heather Boneparth Photo: Sylvie Rosokoff Love is complicated. Add in money and it gets even more…
‘Clock ticking’ on retirement crisis, says CEO at trillion-dollar TIAA
Nearly half of Americans are not saving enough for retirement and TIAA Retirement Solutions CEO Kourney Gibson say…
These inherited IRA mistakes could reduce your windfall, advisors say
Juanma Hache | Moment | Getty Images While many investors welcome a windfall, the rules for inherited individual…
Maximum Social Security benefit for 2026, after the 2.8% COLA
Halfpoint Images | Moment | Getty Images The new 2.8% cost-of-living adjustment doesn’t just increase Social Security checks,…
Few heirs keep their parents’ wealth advisors, Cerulli study finds
Drazen_ | E+ | Getty Images A version of this article first appeared in CNBC’s Inside Wealth newsletter…
Startups staying private longer with alternative capital
Klarna Group Plc signage during the company’s initial public offering (IPO) at the New York Stock Exchange (NYSE)…