| Date | Title | Description |
| 10.08.2026 | Student loan borrowers face steeper ‘marriage penalty’ under new repayment plan | Married couples with student loans need to decide whether to file their taxes jointly or separately, said Nancy Nierman, assistant director of the Education Debt Consumer Assistance Program.
The choice can impact their monthly payment amoun... |
| 15.07.2026 | Americans say they need $1.2 million to retire comfortably, survey finds — but many expect to fall short | Americans think they need to have $1.2 million saved to retire comfortably, according to a new survey from Schroders, a global investment firm.
Yet 51% of respondents expect to have less than $500,000 set aside when they reach retirement, a... |
| 03.07.2026 | Trump Accounts can help build long-term wealth, but only after ensuring 2 behaviors, exclusive research finds | Trump Accounts will officially launch on July 4, with the adminsitration touting their potential to build wealth for a generation of American children.
In exclusive research conducted for CNBC by Morningstar, researchers found that White Ho... |
| 01.07.2026 | Trump Accounts for kids launch July 4: What parents need to know | July 4 is the official launch date for Trump Accounts, a new savings and investing vehicle for kids under 18 in the U.S.
Once a Trump Account is set up, eligible children will receive a one-time $1,000 contribution from the federal governme... |
| 30.06.2026 | Some people spend more than 13 hours a week dealing with finances—how to get your time back, from money experts | Americans with lower levels of financial literacy don’t just risk losing out on money they may not know they’re missing. Research shows they could be paying with their time as well.
U.S. adults with the lowest levels of financial literacy, ... |
| 28.05.2026 | More workers are raiding their 401(k)s as average balances fall, Fidelity says | Retirement balances fell in the first quarter of 2026 amid severe market volatility sparked by the Iran war, according to a new report by Fidelity.
At the same time, more savers tapped their accounts for cash out of financial necessity.
Mos... |
| 08.05.2026 | 46 firms accounted for half the wealth generated by the stock market over the past 100 years, researchers say | In recent years, stock market observers have noticed that a small group of mega-sized technology stocks, nicknamed the “Magnificent Seven,” have driven an outsized portion of the return in the broad stock market.
A decade ago, it was FANGs ... |
| 04.05.2026 | Private student loan market set to expand under new federal loan caps — with risks for grad school borrowers | The private student loan market is projected to expand, after President Donald Trump’s One Big Beautiful Bill Act established new borrowing limits on federal education loans for graduate students.
The Education Department finalized details ... |
| 01.04.2026 | Prices may rise more this year than the Fed predicts, global forecasting group says—what that means for your money | Consumers continue to feel the effects of inflation on their budgets. In February, the Consumer Price Index, which tracks the cost of consumer goods and services, showed a 2.4% rise over the previous 12 months.
And according to one global p... |
| 28.03.2026 | Expecting to fight about money with your partner? You might be wrong, study finds | Many couples are dealing with their fair share of financial stresses, such as navigating debt or trying to buy a house. Talking about it together can help.
But people in romantic relationships tend to expect financial discussions with their... |
| 01.03.2026 | New Federal Retirement Plan Offers $1,000 Match to Millions | Millions of Americans lack workplace retirement plans. A new federal proposal aims to close this gap. It introduces universal savings accounts. These accounts feature an annual government match of up to $1,000. Modeled on federal employee p... |
| 26.02.2026 | Trump pitches new retirement accounts with up to $1,000 annual federal match as soon as ‘next year’—how to save now | President Donald Trump says he plans to roll out a new type of retirement account for workers who don’t have access to a 401(k) or another type of workplace plan.
“Half of all of working Americans still do not have access to a retirement pl... |
| 13.02.2026 | Americans plan to spend $87 on Valentine’s Day, down 44% from last year—what their ‘ideal gift’ looks like | Americans are going old school for Valentine’s Day this year: 61% say a romantic dinner is their ideal gift.
That’s according to a recent CouponFollow survey of 1,005 Americans in relationships. Another 57% say their ideal gift is an experi... |
| 03.02.2026 | Trump Accounts: The Future of Youth Wealth or an Optimistic Vision? | The U.S. government launches "Trump accounts," a new investment program for children. Millions of youth could receive initial Treasury contributions. Administration projections detail significant wealth growth, with some estimates... |
| 02.02.2026 | Financial Advisor Playbook
Trump accounts could grow to $50,000 or ‘very substantially more,’ president says. Advisors weigh in | Families can start the process to open Trump accounts, an investing account for kids, when filing 2025 returns.
The interest in early wealth building prompted varying estimates of how much accounts could grow at the Trump Accounts Summit in... |
| 27.01.2026 | Financial Advisor Playbook
Trump’s ‘not a huge fan’ of using 401(k) money to buy a home. Financial advisors aren’t, either | President Donald Trump was expected to announce an initiative at the World Economic Forum that would make it easier for homebuyers to use retirement savings to fund down payments.
Using 401(k) money to buy a house should be an option of “la... |
| 15.01.2026 | Workers have $2.75 billion in state-run retirement accounts — what to know as Minnesota, Hawaii set to launch plans | These state programs generally involve automatically enrolling workers without an employer-based retirement plan in a Roth IRA, although employees can opt out.
At the end of 2025, these accounts collectively had $2.75 billion in assets, mai... |
| 29.12.2025 | I study couples and money: If you and your partner make just one money move in 2026, do this | This is the season when everyone’s planning for next year. When it comes to money, I can assure you that the secret isn’t in some fancy investing tactic, hot stock tip, or obscure cryptocurrency.
If you and your partner set just one money r... |
| 08.11.2025 | Financial Advisor Playbook
Have tricky money talks with your partner, ‘Money Together’ authors say: ‘Your dreams need real roadmaps’ | In their new book, “Money Together,” Heather and Douglas Boneparth share advice with couples on how to talk about and manage the fraught topic of finances.
“At some point, your loose conversations have to turn concrete,” they write in their... |
| 15.10.2025 | The most successful couples never let these 5 money mistakes ruin their relationship, says expert | If you believe money causes tension in your relationship, you’re not alone.
I’ve spent the past two years interviewing and studying more than 60 couples and the ways they come into these conflicts. I’ve learned that love has little to do wi... |
| 18.09.2025 | New York will soon send its ‘first-ever inflation refund’ checks to taxpayers. Here’s who qualifies | The New York Department of Taxation and Finance will send refund checks to over 8 million New Yorkers starting at the end of September.
The exact amount paid will depend on the taxpayer’s filing status and their adjusted gross income for th... |
| 09.09.2025 | Rate cuts could prompt investors to step out of cash into bonds, says Bone Fide Wealth’s Doug Boneparth | - |
| 03.09.2025 | Student loan borrowers pausing payments have doubled since 2024, expert calculates | More people are pausing their student loan payments, amid the fallout of the Biden-era SAVE plan and other troubling financial conditions.
Between 2024 and 2025, the number of student loan borrowers enrolled in an economic hardship defermen... |
| 02.09.2025 | Earning more doesn’t make you immune to credit card debt | “A rising income gives a false sense of security. People assume they can catch up later on retirement, college savings, cash reserves,” says Douglas Boneparth, president of Bone Fide Wealth in New York. “But if you delay saving and life thr... |
| 15.08.2025 | Fewer young adults reach key life, money milestones — Census Bureau notes ‘significant drop’ | Roughly 50 years ago, nearly half of all 25- to 34-year-olds had reached traditional benchmarks of adulthood, such as moving out of their parents’ home, getting married or having kids, according to a U.S. Census Bureau working paper.
These ... |
| 13.08.2025 | Nearly 1 in 5 older student loan borrowers are seriously delinquent as Trump steps up collections | Nearly 1 in 5 — or roughly 18% — of student loan borrowers who are age 50 and older became “seriously delinquent,” or 90 days or more late on their payments, in the second quarter of 2025, according to the Federal Reserve Bank of New York.
... |
| 07.08.2025 | Trump tariffs make investing ‘tricky,’ market strategist says, but there are still ‘lots of opportunities’ | There are tactical portfolio moves investors can make during the Trump administration’s aggressive tariff policies, market strategists say.
That includes considering how different sectors may be impacted by the levies, and looking at ways t... |
| 26.06.2025 | The Credit Score Revolution: How Buy Now, Pay Later Loans Are Changing the Game | The landscape of personal finance is shifting. The winds of change are blowing through the world of credit scores. FICO, the giant that shapes the credit scores of most Americans, is making a bold move. Starting this fall, it will incorpora... |
| 25.06.2025 | Buy now, pay later plans will soon impact your credit score—what you need to know | One of the benefits of buy now, pay later loans is changing.
FICO, the company that calculates most of Americans’ credit scores, announced Monday it would be releasing a credit score model this fall that considers BNPL loans, The Wall Stree... |
| 25.06.2025 | Most Americans say this financial milestone makes you an adult | These days, parents often provide their adult children with some form of financial support, including help with rent, car insurance and utility bills.
When it comes to achieving financial independence, roughly three-quarters of Americans be... |
| 24.06.2025 | The number of ‘everyday millionaires’ has quadrupled in the last 25 years, new data shows | The number of millionaires in the U.S. grew by an average of 1,000 people a day in 2024, according to new data from UBS.
The U.S. saw the fastest growth of its millionaire population of any nation worldwide, according to the investment bank... |
| 23.06.2025 | The Rising Tide of Credit Card Rates: Navigating the Financial Storm | In the world of finance, the Federal Reserve often acts as the captain steering the ship. Yet, even with the Fed holding interest rates steady, credit card rates are climbing like a mountain goat on a steep cliff. The average annual percent... |
| 20.06.2025 | Here's what your student loan bill could be under new repayment plan in Republicans' 'big beautiful' bill | Republicans' "big beautiful" bill could result in higher monthly payments for many federal student loan borrowers, a new analysis finds.
If the GOP legislation is enacted, student loan borrowers could pay hundreds of dollars a mon... |
| 20.06.2025 | The Fed held interest rates steady, but some credit card APRs keep going up. Here's why | Although the Federal Reserve hasn't changed its benchmark since December, the average credit card interest rate keeps inching higher.
In part, card issuers are trying to protect themselves from riskier borrowers.
Even with the Federal Reser... |
| 10.06.2025 | How investors’ portfolios have performed amid Trump market volatility | For all the drama in the stock market of late, investors’ portfolio balances may not look too different from when President Donald Trump entered office in January.
There have been some unnerving days amid the Trump administration’s tariff p... |
| 06.06.2025 | Young Americans and the Savings Dilemma: Building a Financial Future | In a world where instant gratification reigns, young Americans are caught in a financial paradox. A recent survey reveals that 59% of adults aged 18 to 25 prioritize a well-funded savings account. Yet, only 15% are consistently saving a por... |
| 04.06.2025 | 59% of Americans under 25 say a well-funded savings account is a top priority—3 steps to get started | Young adults say they want to save, but it’s unclear if they are.
While 59% of Americans ages 18 to 25 say a well-funded savings account is a top priority, according to a survey commissioned by financial software firm Intuit in April, many ... |
| 03.06.2025 | Buy Now Pay Later services can hurt consumers, says CFP: Some users are ‘playing with fire’ | Popular Buy Now, Pay Later firm Klarna reported continued losses for the quarter that ended in March, despite an expanding user base and growing revenues. The company attributes much of the losses to one-off expenses, such as corporate rest... |
| 30.05.2025 | 59% of working Americans fear Social Security will dry up—here’s how to plan ahead | Millions of older Americans rely on Social Security to make ends meet. Their younger counterparts aren’t confident they’ll be able to do the same.
Among nonretired Americans, 59% are worried that Social Security won’t be available by the ti... |
| 23.05.2025 | Tesla says its robotaxis will hit streets in June: If you want to invest in autonomous vehicles, ‘look under the hood’ first, says ETF researcher | The act of investing is, in many ways, a bet on the future.
And sometimes, the future arrives quickly: Tesla will have “robotaxis” on the streets of Austin, Texas, by the end of June, CEO Elon Musk told CNBC on Tuesday. The program will sta... |
| 24.04.2025 | 27-year-old lost $80,000 of his savings trading stock options: I was ‘devastated’ | While many investors may have gotten nervous watching the stock market plummet and bounce back amid President Donald Trump’s recent tariff announcements, some may have seen an opportunity.
Paul fell into the latter camp.
In early April, the... |
| 04.04.2025 | As recession risk jumps, top financial pros share their best advice to clients | Fears of a global recession were ignited this week on the heels of President Donald Trump’s new tariff policy.
The market took another beating on Friday but CNBC Financial Advisor Council members say maintaining a consistent investment stra... |
| 28.03.2025 | Late student loan bills can drop credit scores by up to 171 points, Federal Reserve warns | The more than 9 million student loan borrowers who are estimated to be late on their payments could experience “significant drops” in their credit scores, the Federal Reserve warns.
Some borrowers might see their scores fall an average of u... |
| 11.03.2025 | ‘Volatility is part of the game’: What financial advisors are telling investors about market turmoil | Stocks continued to fall early on Tuesday after President Donald Trump announced higher tariffs on Canadian steel and aluminum.
At one point on Tuesday, the S&P 500 was down as much as 10% from an all-time high in February.
Long-term in... |
| 21.02.2025 | With tariffs ramping up, this investment option can provide protect against inflation | The threat of tariffs on imports is causing some investors to consider increasing their exposure to Treasury inflation-protected securities to help buffer their portfolios against inflation.
TIPS are inflation-protected bonds that are issue... |
| 29.07.2021 | Is Robinhood safe? Experts weigh in on using the commission-free investing app | Robinhood has earned both popularity and controversy.
While Robinhood is safe, financial advisors say the app's language and design can be misleading.
Consider consulting a professional financial advisor to avoid financial risk.
Advertiseme... |
| 28.07.2021 | Is Robinhood safe? Experts weigh in on using the commission-free investing app | Robinhood offers commission-free trading on stocks. Rafael Henrique/SOPA Images/LightRocket via Getty Images
Robinhood has earned both popularity and controversy.
While Robinhood is safe, financial advisors say the app’s language and design... |
| 03.04.2021 | Celebrities can be young parents without giving up their freedom. It’s a luxury the rest of us don’t have. | Famous people can afford to be parents earlier than most people. Raymond Hall/Getty Images/Pierre Suu/GC Images
I want to be a mom, but I know I’m ill-prepared right now.
Meanwhile, more and more celebrities under 25 are becoming parents.
T... |
| 23.10.2019 | America's student-loan debt is so bad that Ashton Kutcher produced a new reality TV show tackling the issue, and it gets a few things right about millennials and money | Brendan McDermid/Reuters
A new reality TV show highlights the student debt crisis in America.
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"Going From Broke," a new reality TV show that tackles student-loan debt, highlights just how bad America's debt crisis re... |
| 13.08.2019 | A home-renovation loan can help you turn a fixer-upper into your dream house, but not without risks | What is a home-renovation loan? It's an alternative to a home-equity loan or HELOC. Justin Sullivan / Getty Images
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Insider's experts choose the best products and services to help make smart decisions with your money (here’s how).... |
| 09.04.2019 | Here's exactly what millennials should be doing every five years to become rich, according to a financial planner | Christian Vierig/Getty Images
How much does it take to be a rich millennial?
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Becoming a rich millennial isn't impossible.
A financial planner shared the key steps people should take at milestone millennial ages - 25, 30, 35, a... |
| - | It’s ‘Dry January.’ Here’s how much you can save by not drinking for a month | There are many undisputed health benefits associated with Dry January. There’s also an economic boost.
One expert estimates the savings for the monthlong endeavor could be between $300 and $1,000, depending on consumption.
For a growing num... |
| - | The 10 U.S. cities where the first year of homeownership is the cheapest | Owning a home in San Francisco costs nearly $500,000 for just the first year. But in many other U.S. cities, the first year of homeownership is more affordable.
Recent data from SmartAsset shows the average cost of the first year of owning ... |
| - | Many Americans would rather talk about politics than money. Not having those conversations can cost you | Many Americans would rather talk about who they’re voting for in the November presidential election than money, a recent survey finds.
While most people are reluctant to talk about money, the good news is that some money conversations are h... |
| - | 26% of concertgoers plan to take on debt to attend shows this summer—here's how to avoid it | As the world progresses back to normalcy, the concert scene is following suit.
Concert crowds are expected to be back to average pre-pandemic sizes this summer, according to a recent survey from LeadingTree, which surveyed 2,072 people in t... |
| - | Young, wealthy investors turn to alternatives instead of traditional stock and bond investments | If you’re a wealthy investor between the ages of 21 and 43, alternatives are probably at the top of your list of investments that may provide the most growth.
Yet wealthy investors who are ages 44 and up still tend to steer toward tradition... |
| - | 37% of couples use cash wedding gifts for the down payment on a new home, report says | More couples than ever before, 87%, reported including cash funds in their wedding registry, according to recent data from Zola. Of couples collecting cash, 37% are putting that money toward purchasing a house.
With today’s housing market, ... |
| - | 57% of people are uncomfortable with their level of emergency savings. Here's how much they think they need | Having a cash cushion can prevent a financial catastrophe in the event of an unexpected expense or job loss.
A new survey finds many people are uncomfortable with the level of emergency savings they have.
Here's how much respondents say it ... |
| - | Number of 401(k) plan and IRA millionaires hits record, with more millennials joining the ranks | Helped by consistent savings efforts and market gains, average retirement account balances reached fresh highs in the third quarter, according to Fidelity, the largest 401(k) plan provider in the U.S.
The number of 401(k) and IRA millionair... |
| - | Do you have a joint account? Here’s what that says about your relationship | Couples who merge their finances fight less often about money than those who don’t, recent reports show.
Experts say there’s generally not a right or wrong way for couples to manage their assets — as long as they are on the same page.
Some ... |
| - | Tupperware’s stock price is up nearly 500% in 2 weeks—but think carefully before buying into the hype, says CFP | Lately, it seems that retail traders have been focused on Tupperware.
Late Thursday, the consumer products company announced it had finalized an agreement with its lenders to restructure its debt. Shares closed higher by 35.5% on Friday. Ne... |
| - | ‘Staying the course is the play,’ advisor says. 4 tips to help weather market volatility | Recent bank woes and rising interest rates have many wondering what will happen next.
Experts say more market volatility may be in the forecast. |
| - | Artificial intelligence, great wealth transfer: Why this financial analyst sees a rosy time ahead for stocks | Financial analyst Tom Lee sees a rosy time ahead for stocks, thanks to the innovation of artificial intelligence and a massive incoming wealth transfer to millennials.
As a result, Lee said: “We think the earnings power is much better than ... |
| - | You should figure out your net worth ASAP—here’s why | There are several numbers you should know to help you understand whether or not you’re in good financial shape, including your credit score and the amount you have saved for retirement. Another figure you should be aware of: your net worth.... |
| - | Biden, Trump rematch: Here’s how the presidential election may disrupt the stock market | Speaking at CNBC’s Financial Advisor Summit, politics experts covered what investors should know about the stock market during the 2024 presidential election.
“Given this is going down in history as probably the most consequential and conte... |
| - | Avoid these 3 common crypto mistakes when filing your taxes, says CPA: ‘I see these all the time’ | The Internal Revenue Service is scrutinizing cryptocurrency holdings more closely this tax season, and failing to report yours could cost you — even if you didn’t make or lose money.
Every time you sell, trade or spend crypto, it’s consider... |
| - | On rare days, the market rises 5% — or even 10%, Wells Fargo finds. How to make sure you’re there for it | A new Wells Fargo analysis looked at the best 20 days for the S&P 500 between August 1992 and July 2022. Almost half of them occurred amid a downturn.
The findings underscore the impossibility of timing the market, with the dips and ups... |
