Financial advisors

For individual investors and financial advisors alike, CNBC has put together these stories to help boost the bottom line.

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Most recent stories in Financial advisors

CNBC
4 hours ago
Trump's 'big beautiful bill' turned 529 plans into 'lifelong education' accounts, expert says: How to take advantage
CNBC - Sharon Epperson, Stephanie Dhue
New rules are expanding how tax-advantaged 529 savings plans can be used to pay for expenses beyond college, unlocking money that workers can use to …
CNBC
5 days ago
Millions of people with disabilities may be missing out on this little-known savings tool
CNBC - Sharon Epperson
Employment has been rising over the past few years for a growing group of Americans: people with disabilities. Yet millions of workers are leaving …
CNBC
Voya CEO: Caregivers and disabled workers are missing out on key financial benefits
CNBC - Sharon Epperson
Voya Financial CEO Heather Lavallee explains to CNBC’s Sharon Epperson why caregivers and people with disabilities may be missing out on key …
CNBC
The rise of 'income stacking': Why Gen Z is juggling multiple jobs
CNBC - Stephanie Dhue
Timeka Gomillion is working two jobs — as an usher at an event space, and a receptionist at the student center — while finishing her computer …
CNBC
Teen sports betting raises concerns in schools — and a push for financial literacy
CNBC - Stephanie Dhue, Sharon Epperson
Ulysses Fitzgerald, a high school senior in Smyrna, Tennessee, said he thought sports betting would be an easy way to make money. He said he'd seen …
CNBC
When it comes to private credit, 'some caution is reasonable,' advisor says. What to know
CNBC - Sarah Agostino
As headlines swirl about trouble in the private credit market, investors might wonder whether it means significant problems lie ahead for these …

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