For individual investors and financial advisors alike, figuring out the best way to manage money can be a challenge. CNBC has put together these reports to help boost your bottom line.
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Debt is eating up a bigger chunk of your raise, research shows
16 October 2026New research finds debt payments rose far faster than estimated real household income, absorbing about half of a one-earner household's gains. -
The problem with 'good debt': Why borrowers should think twice about the label
15 October 2026Mortgages and student loans are often called "good debt." Experts say that label can hide the real question: Can you actually afford the risk? -
SEC proposes investor exam to expand private market access — here's how it could work
14 October 2026The SEC proposed expanding accredited investor eligibility beyond traditional income and net worth thresholds, including through a new exam. -
Why older Americans' wealth may be helping keep consumer spending strong
12 October 2026Boomers report more financial confidence as Federal Reserve and JPMorgan data show older households hold more wealth and draw more from investments. -
Bond losses may offer investors a tax break. Here’s how tax-loss harvesting works
02 October 2026Higher yields have pushed bon prices lower. Here's how investors can use tax-loss harvesting to offset gains and avoid wash-sale pitfalls. -
AI stock swings could affect your 401(k). Here’s what retirement savers need to know
18 September 2026Retirement savers may be affected by swings in the artificial intelligence trade. Here is how to assess the risk without making a rash move. -
Living abroad doesn't end your U.S. tax obligations. What young expats need to know
16 September 2026Americans living overseas may still face U.S. tax-filing and foreign-account reporting rules — even when they ultimately owe no U.S. income tax. -
Is the K-shaped economy ending? Finance pros weigh in
25 August 2026The K-shaped economy may be changing. New data shows income and spending gaps are narrowing — but household finances tell a more complicated story. -
Inheriting a home can leave siblings with financial headaches — how to avoid costly mistakes
06 August 2026Siblings inheriting a home can face difficult choices over selling, renting or keeping the property. -
Consumers turn to buy now, pay later for essential expenses — with growing risks
14 July 2026Some consumers are using buy now, pay later for essential expenses like groceries, rent and utility bills. But more BNPL users have recently had a late payment. -
Immigration policy changes could worsen the care worker shortage and raise costs for families, experts say
03 July 2026Immigrants make up 30% of direct long-term care workers, and tighter immigration policies could worsen shortages and raise family costs. -
Retirement savers may own SpaceX — or soon will — and not even know it
20 June 2026Investors who missed the SpaceX IPO may already have exposure to the stock through mutual funds, ETFs or retirement accounts. -
Trump's 'big beautiful bill' turned 529 plans into 'lifelong education' accounts, expert says: How to take advantage
01 June 2026New rules allow 529 plan funds to pay for eligible career training, certifications, licensing fees and continuing education costs. -
Millions of people with disabilities may be missing out on this little-known savings tool
27 May 2026Millions of Americans with disabilities may qualify for ABLE accounts, which allow up to $100,000 in savings without losing benefits. -
The rise of 'income stacking': Why Gen Z is juggling multiple jobs
08 May 2026The percentage of the workforce holding multiple jobs has been rising since 2020, reaching an all-time high last fall. “Income stacking” is popular with Gen Z. -
Teen sports betting raises concerns in schools — and a push for financial literacy
03 April 2026Schools are using financial literacy lessons to address teen sports betting, as educators warn of risks, losses and growing exposure. -
When it comes to private credit, 'some caution is reasonable,' advisor says. What to know
22 March 2026While there are pockets of weakness in private credit, concern about a broad-based meltdown among these funds may be misplaced, some experts say. -
Some economists are warning about 'stagflation.' What it could mean for your money
17 March 2026Conflict in Iran has sent oil prices up, prompting some experts to worry that a worst-case scenario called stagflation could be possible for the U.S. economy. -
Employers say AI makes workers faster — but it's also creating 'friction or mistrust,' report finds
16 March 2026Artificial intelligence is creating tension between employers and employees over its deployment, a new MetLife report finds. -
You can't 'borrow your way out of debt,' expert says — but more consumers are trying
11 March 2026Borrowers who struggle with high-interest debt often turn to personal loans to help pay it off, but without a change in habits debt can become a cycle.