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About 13 results. Sort By: Date | Relevance
It pays to educate yourself about 529 savings plans

Some financial advisors say age-based 529 plan portfolios, which ignore economic ups and downs, are often too "cookie-cutter" for many parents' needs.
Source: CNBC.com | By: Sarah O'Brien, special to CNBC.com
Hitting the target  

Target date funds are a popular default option in many retirement plan investment schemes, but are they a good fit for younger, millennial investors? CNBC Senior Personal Finance correspondent Sharon Epperson discusses target date funds with certified financial planners Tim Maurer, of The BAM Alliance; Amanda Lott, of Regent Atlantic Capital; and Douglas Boneparth, CFP Board Ambassador New York.
Source: CNBC.com
Advisors to clients: Keep emotions in check

Amid the latest market volatility, members of CNBC's Financial Advisor Council are reassuring clients and the message is to "keep calm and carry on."
Source: CNBC.com | By: Jim Pavia
Gen Y investors are just saying 'no' to stocks

Research reveals that millennials are wary of stock markets, so financial advisors are trying new ways to court and counsel 20-something clients.
Source: CNBC.com | By: Ilana Polyak, special to CNBC.com
The millennial future  

Given changes in the jobs market and retirement savings options, how can risk-averse millennial investors in their 20s and 30s secure their futures? CNBC Senior Personal Finance correspondent Sharon Epperson discusses the future for Gen Y workers with certified financial planners Tim Maurer, of The BAM Alliance; Amanda Lott, of Regent Atlantic Capital; and Douglas Boneparth, CFP Board Ambassador New York.
Source: CNBC.com
5 reasons not to act your age when investing

Age-based investing steers investors toward asset allocations optimal for certain ages, but it may be too simplified an approach for most investors.
Source: CNBC.com | By: Ilana Polyak, special to CNBC.com
All kidding aside, do you have a retirement plan?

Retirement portfolio strategies vary, and financial advisors use terms such as "buckets" and "paychecks" to explain these approaches to clients.
Source: CNBC.com | By: Deborah Nason, special to CNBC.com
Retirement planning strategies for millennials  

CNBC Senior Personal Finance Correspondent Sharon Epperson discusses how millennial/Gen Y investors should plan for retirement with certified financial planners Tim Maurer, of The BAM Alliance; Amanda Lott, of Regent Atlantic Capital; and Douglas Boneparth, CFP Board Ambassador New York.
Source: CNBC.com
As Social Security ages, will Gen Y get stiffed?

Social Security is in peril. CNBC's Sharon Epperson talks to three financial advisors about contingency strategies for millennial investors.
Source: CNBC.com | By: Kenneth Kiesnoski
The future of Social Security  

As the Social Security program turns 80 and faces an uncertain future, CNBC Senior Personal Finance correspondent Sharon Epperson discusses retirement strategies for younger millennial/Gen Y investors with certified financial planners Tim Maurer, of The BAM Alliance; Amanda Lott, of Regent Atlantic Capital; and Douglas Boneparth, CFP Board Ambassador New York.
Source: CNBC.com