A financial planner’s role is to ensure your quantifiable financial goals are met to the best of their ability, or work with ...

The National Foundation for Credit Counseling at www.nfcc.org primarily helps people pay off credit card debt, but its member agencies also offer budget counseling. You can find its budgeting tool at ...

Do I need a financial advisor or should I do it myself? In most cases, if you don't have the time, desire, and/or expertise required to give your life savings enough attention, a financial advisor is ...

Learn effective strategies to locate and select a financial advisor in your area Written By Written by Staff Senior Editor, Buy Side Miranda Marquit is a staff senior personal finance editor for Buy ...

Are you feeling a little ‘meh’ about your current financial adviser, but aren’t sure how to proceed? Here’s how you should ...

Ethical investing has always been around, but in recent years it’s become more defined and refined into ESG investing. Environmental, social and governance investors hope to improve the world around ...

You may need a financial advisor if you're facing big life changes, have no financial goals, have complex job pay, high tax bills, no time for finances, and more. Many, or all, of the products ...

Explore how financial advisors and financial planners differ.

Financial advisors sometimes struggle with clients who push them to go beyond the purview of their profession. Welcome back to "Ask an Advisor," the advice column where real financial professionals ...

I was standing in my neighbor’s kitchen, having just mentioned something about “our financial planner” to her. My neighbor is a retired CPA, sharp as a tack, and a dedicated do-it-yourself investor.

Question: “How can I tell if my adviser is really a fiduciary? They claim to be, but I don’t know how to actually verify that. What specific certifications should I be looking for? What types of ...