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

Explore how financial advisors and financial planners differ.

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

Yes, financial advisers can be pricey — but for some, they are well worth the money. Here’s who might benefit from hiring a ...

Finding a financial advisor involves more than just looking for someone with the right credentials. It requires identifying a professional who aligns with your financial goals, communication style and ...

In 2019, I wrote an article in response to the influx of robo-advisors in the financial planning space. Today’s investors can open an account, answer a few questions about their risk tolerance, and in ...

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 ...

Anyone well-versed in financial literacy understands the importance of finding a savvy financial advisor to build a solid foundation for the future. The tricky part is when you’re an expat looking for ...

Flat‑fee financial advisors offer transparent pricing and predictable costs.

It might surprise people that my husband and I pay a financial planner, given that I spend a lot of time on financial, tax, ...

Question: I want an hourly certified financial planner but can’t find any near me. NAPFA and Garrett Planning Network point me to Phoenix planners, but that’s two hours away. Any suggestions on how to ...