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How to navigate new tax rules in year-end planning, according to top-ranked advisors ↗
Top-ranked advisors from CNBC's Financial Advisor 100 list for 2026 share tax planning strategies for 2026.
Sports gambling seeps even deeper into Wall Street's world as hundreds of pro team ETFs emerge ↗
Sports teams are big businesses, but new exchange-traded funds that allow investors to bet on MLB and NHL team performance look more like gambling, experts say.
CNBC's Financial Advisor 100 FAQ: Who is eligible and how rankings work ↗
CNBC's Financial Advisor 100 list takes months to compile, with multiple steps and checks designed to ensure the ranking is rigorous and consistent.
CNBC's Financial Advisor 100: Best financial advisors, top firms for 2026 ranked ↗
CNBC's Financial Advisor 100 ranks the best financial advisors and top firms for 2026. Here's how to pick the best financial planner for you and your family.
Trump Accounts top 70 million as new stock-donation rules open door to 'mega donors,' official says ↗
The Trump administration said new changes to Trump Accounts could pave the way for several multimillion-dollar donations.
Americans grow more pessimistic about their finances, New York Fed finds — expert warns of ‘tough choices’ ahead ↗
As affordability pressures mount, Americans are increasingly concerned about their financial future, the New York Fed's data shows.
Boomers' dividend stocks take beating from bond yields, with retirement income at risk ↗
As bond yields sit at two-decade highs, dividend stocks many boomers rely on for income are taking a beating. There are ways to blunt the portfolio impact.
Home heating oil prices are soaring — and users' winter bills could rise 21%, federal outlook shows ↗
A tight global diesel market is driving up heating oil prices, with households in the Northeast facing the biggest impact.
The SALT deduction limit is $40,400 for 2026. Here's how to maximize it ↗
The SALT deduction limit is $40,400 for 2026. Experts cover how to maximize the tax break before year-end.
High diesel prices may put 'another squeeze' on the consumer, economist says ↗
The impact of soaring diesel prices is less evident to consumers than that of gasoline.
Car buyers are stretching loans to afford payments — it's a 'potential warning light,' analyst says ↗
A record number of car buyers took out 84-month or longer loans in the third quarter, but rising amounts financed are pushing monthly payments to new highs.
More than 20 million Medicare beneficiaries may get one-time $90 payment — here's who qualifies ↗
The White House announced on Friday that it plans to send one-time payments to Medicare Part B beneficiaries to help them pay for their premiums.
Up to 25 million Trump Accounts could be funded by mid-October, IRS CEO Frank Bisignano says ↗
Up to 25 million Trump Accounts could be funded by mid-October, IRS chief Frank Bisignano told CNBC's "Power Lunch."
Your health insurance premiums may take a big jump in 2027 — here's why ↗
Many consumers are likely on the hook for an increase of about 10% or more in 2027, experts said.
Bond losses may offer investors a tax break. Here’s how tax-loss harvesting works ↗
Higher yields have pushed bon prices lower. Here's how investors can use tax-loss harvesting to offset gains and avoid wash-sale pitfalls.
New York City's 'click to cancel' subscription rule takes effect, joining states with similar laws ↗
The Big Apple joins a growing number of jurisdictions adopting 'click to cancel' rules as the future of a federal standard remains unsettled.
Trump Accounts have auto-enrolled more than 60 million children, Treasury says ↗
More than 60 million children have been automatically enrolled in Trump Accounts, according to a Treasury Department announcement exclusively provided to CNBC.
Social Security claiming ages may soon get new names. What retirees need to know ↗
President Donald Trump may sign a bill into law that would change the way Social Security retirement ages are described.
SEC proposes investor exam to expand private market access — here's how it could work ↗
The SEC proposed expanding accredited investor eligibility beyond traditional income and net worth thresholds, including through a new exam.
Treasury launches student loan support center as new data show 9.3 million borrowers in default ↗
The Trump administration announced on Wednesday that it was launching a "Default Loans Support Center" for student loan borrowers who've fallen behind.
Trump administration starts sending $500 Obamacare refund checks — who stands to benefit ↗
The refunds come after millions of people lost premium subsidies for their health insurance and right before the midterm elections.
More Americans are tapping investments to pay for spending, analysis finds ↗
Across all age and income groups examined in new research, the share of individuals transferring money from investment accounts to checking accounts has risen.
Trump Accounts will auto-enroll children, potentially adding 60 million accounts: Treasury ↗
The Treasury Department announced that Trump Accounts will begin auto-enrolling eligible children. Here's what families need to know.
Education Department extends deadline for student loan interest rate discount ↗
The Trump administration announced it will extend the deadline for federal student loan borrowers to sign up for autopay and get a reduced interest rate.
IRS tax debt agreements have plummeted: 'I've never seen a number that low,' taxpayer advocate says ↗
More taxpayers have been applying for an "offer in compromise" since 2023, but the IRS has accepted far fewer requests. Tax experts are unsure why.
These private and public colleges have the best return on investment, according to The Princeton Review ↗
With increasing emphasis on the return on investment, The Princeton Review's new college ranking measures academics, affordability and career outcomes.
IRS sends notices on Saver's Match to taxpayers who might qualify for new benefit, worth up to $2,000 ↗
The new program, which will give eligible savers a federal match for contributions to their retirement accounts, starts in 2027 and replaces the saver's credit.
Mounting bond losses may be a big tax issue for investors this year, but not a bad one ↗
Runaway treasury yields and the bond market selloff create sizable tax-loss harvesting trades for investors to offset big gains from stocks.