CFP

Gen Z, millennials say money talks should happen before the relationship gets serious, study finds

While most Americans say couples should talk about money honestly before living together, Gen Z and millennials believe the conversation…

More employers offer a Roth 401(k) — and a Secure 2.0 change may prompt more workers to use it

More workers are getting access to a Roth savings option in their 401(k) plans. In 2022, 89.1% of employers that…

Picking health insurance can be tricky: 6 key terms to know as open enrollment starts

Many people will soon be picking their health insurance plans for 2024: November is a common month for workplace open…

‘We’re all crazy when it comes to money,’ advisor says. How to manage your psyche for better finances

Human psychology and money don’t mix well. Left unchecked, our psyches can easily sabotage financial decision-making, behavioral experts said during…

Using cash like a millionaire may not make sense for most investors. Here’s why

Millionaires moved money out of stocks into cash and cash-like investments in the past year and may add to those…

Mastering this skill is the ‘hardest part’ of personal finance, advisors say

The following is an excerpt from “This week, your wallet,” a weekly audio show on Twitter produced by CNBC’s Personal…

31% of new crypto buyers influenced by friends. Here’s why that can be ‘a horrible idea,’ advisor says

When it comes to cryptocurrency like bitcoin, new investors are often motivated by friends to take the plunge, according to…

Here are a financial advisor’s 4 most important money tips for parents with young kids

Parents with young kids or those expecting a child may wonder: What financial steps should I take to set my…