The aid of a financial advisor can be helpful regardless of whether you’re young, retired or somewhere in between. There is a ...

Managing your finances and investments can be difficult to do on your own. This is particularly true when it comes to complex ...

Check your financial advisor's disclosures for updates annually or during a significant change in your financial situation.

Greg Daugherty has worked 25+ years as an editor and writer for major publications and websites. He is also the author of two books. Andy Smith is a Certified Financial Planner (CFP®), licensed ...

Everyone has a financial goal—from saving for retirement to paying the monthly bills on time—but not everyone has a financial plan to get there. So when should you hire a financial planner? Ultimately ...

Take a Financial Relief Quiz. Get matched with an Authorized Partner. Whether you inherited a large lump sum, landed your dream job with a significant pay bump or are getting married or divorced, you ...

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 ...

Compensation transparency and a lower chance of conflicts of interest are two pros of using a fee-only financial advisor.

Personal finance experts go by many names – coaches, advisors, planners, therapists and more. For some, these names signal different types of education and regulatory oversight. For others, they may ...

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.

Just like working with a doctor or therapist, working with a financial advisor requires a level of transparency and candor that can be daunting. The more you share with your advisor, the better ...

Subscribers can earn one CE credit toward recertification by successfully passing the monthly 10-question quiz that tests ...