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 ...

Navigate the process of selecting a financial advisor by exploring advisor types, fee structures, credentials and essential questions Written By Written by Staff Senior Editor, Buy Side Miranda ...

How can I find a certified financial planner (CFP) who is not associated with a brokerage house? I want truly independent ...

As you enter retirement (or prepare to), your financial life gets more complicated. You have assets to protect (and continue to grow), taxes to optimize, a legacy to leave and more. It makes sense to ...

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. Do you need a lot of money in order for it to make sense ...

Your financial advisor should genuinely be interested in you as a person, keeping the conversation focused on your goals and emotions rather than on what they did over the weekend. These are all red ...

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. For some reason, people tend to be skeptical about ...

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 ...

Financial advisors aren’t only for the very wealthy. People in all sorts of financial situations can benefit from professional financial planning services. Whether you need to come up with a saving ...

If there ever was a time that Americans needed the services of financial advisors, it is now. Half of Americans don’t feel ready for retirement or prepared for unexpected expenses, according to a ...