What does this Advisor Specialize in? Find a financial advisor who specializes in the area of expertise you require. It's important to find an advisor who can help you approach your personal and ...

A holistic financial plan goes beyond savings and investments to include taxes, risk management, retirement goals and legacy—here’s how to approach it ...

The first Saturday episode of each month this year, we will focus on a key component of a financial plan -- including spending, investing, insurance, retirement planning, estate planning, and taxes.

Fiduciary financial advisors must choose investments that best align with their clients. These advisors generally take a more holistic and hands-on approach. Fiduciary financial advisors may charge ...

A financial planner takes inventory of your finances, then creates a plan to help you reach your goals. Some financial planners also provide investment management. Many, or all, of the products ...

There are quite a few misconceptions when it comes to working with a financial planner. For one, you might think that financial planners only work with the rich. Or, you may expect that they're just ...

There is no official distinction between a financial advisor and a financial planner, including the types of services each offers. Professionals who market themselves as financial advisors might be ...

Forbes contributors publish independent expert analyses and insights. Cicely Jones simplifies financial concepts for young professionals. I recently spoke with an investor who had no idea what his ...

Americans are facing a growing need for guidance and support in their financial affairs and that trend doesn’t look like it’s going to end anytime soon. Not only are people wealthier, but their ...