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California Gov. Gavin Newsom recently signed a bill requiring high school students take a one-semester personal finance course as a condition for graduation.

A survey finds people age 55 are 'critically unprepared' in retirement savings. Gen Xers who expect support in retirement haven’t told the kids yet.

Halfway through the year is a good time to review your financial goals and make any adjustments needed to reach them.

A majority of Americans age 65 will require some type of long-term care in their lifetime. Planning for that care involves understanding your options.

If you are wondering whether it is time to move on from your financial advisor, here are three factors you may want to consider.

The vast majority of the world's disenfranchised are women, and technologies from blockchain to digital IDs and mobile finance are keys to empowerment.

Federal Reserve policy, a surprise recession and disappointing future earnings for companies like Nvidia could rein in the stock euphoria, one analyst said.

Financial analyst Tom Lee sees a rosy time ahead for stocks, thanks to the innovation of artificial intelligence and a massive incoming wealth transfer.

The S&P 500 had a record close on Tuesday. While some investors may fear a pullback, experts say early generative artificial intelligence adopters hold promise.

Experts say adding behavioral science to investing knowledge can help financial advisors get better results for their clients.

Higher state taxes on wealthy Americans have prompted top earners to move to lower-tax areas, some experts say.

There's a disconnect between how the economy's health and how Americans feel about their own financial status, experts at CNBC's Financial Advisor Summit said.

While the 2024 presidential election is expected to be contentious, don't adjust your portfolio according to which candidate takes office.

Betterment's Thomas Moore recently shared his thoughts on what advisors should know about automation now ahead of the CNBC FA Summit on May 22.

Investing has parallels to collecting baseball cards. The only way to make sure you own a future star is to diversify.

A significant long-term care insurance premium increase can force people to choose between financial security and compromising their access to quality care.

One of the most important conversations newlyweds need to have is figuring out how and who will pay the bills. That goal can be reached in so many ways.

It is folklore that middle-class Americans received perpetual relief in the Tax Cuts and Jobs Act of 2017. Here's how to prepare for changes on the horizon.

The term "allowance" may make you think of money a parent gives to a child. But married partners sometimes use it, too. Here's what to try instead.

You can still make a 2023 individual retirement account contribution and possibly claim a deduction. Here's how to know if you qualify for the tax break.

Establishing a routine is necessary for successful investing and building wealth. Here's how to develop habits that will help you achieve financial success.

President Biden has proposed a new first-time homebuyer tax credit.

In an increasingly digital world, the specter of financial fraud looms large, especially for older adults, and older women are more likely to be victims.

Building wealth can be more difficult for women facing challenges such as lower wages. Here's how self-made millionaire Vivian Tu created wealth.

The IRS has unveiled expanded testing for Direct File, with plans to fully open in pilot states on March 12. Here's who qualifies to file free federal returns.

The Federal Trade Commission has filed a complaint against H&R Block, alleging the company used deceptive marketing and deleted users’ tax data.

Cryptocurrency investors are waiting for the first U.S. spot bitcoin exchange-traded fund, which could come early in 2024. Here's what to know.

People age 100 and up are expected to grow eight-fold in number by 2050. Bill Stovall shows what it's like to live that long without running out of savings.

While investors have many asset options to choose from, ETFs may offer a distinct advantage, experts say.

Cryptocurrency investors are waiting for the first U.S. spot bitcoin exchange-traded fund, which could come early in 2024. Here's what to know.