Shannon McLay, the CEO of financial planning service The Financial Gym, is shaeing the one spending habit that people should ...

As a financial planner, I always recommend being deliberate when it comes ... These costs can add up and crunch your budget ...

Opinions expressed by Forbes Contributors are their own. I write about financial topics important to women entrepreneurs. There are plenty of reasons why you may have started your business ...

As a financial advisor, here's what you need to know to succeed with your clients. You'll need a bachelor's degree to become a financial advisor, preferably in finance, accounting, statistics ...

When you need more sophisticated and complex planning. While television and social media can make financial planning seem easy, the reality is that it can be far more complex than many realize.

I am about to sign some documents with a financial planning firm and they want to charge me 1.12% in fees for their services. My portfolio is approximately $1 million and they are offering a custom ...

Meet with your accountant or financial planner in January to start compiling ... auto and disability insurance plans. If you need to, make any needed adjustments in coverage or premiums.

Have an issue with your financial adviser or looking for a new one? Email questions or concerns to [email protected].

My client's pet insurance was $25 when they adopted a puppy — a decade later, insuring their 10-year-old dog was $125 a month ...

Retirees face unique challenges, such as managing fixed incomes, navigating healthcare costs, and ensuring their savings last ...

"In many instances, the financial advisor is the liaison, working to coordinate instructions from each (expert) for the client's benefit," he says. "While not everyone needs a CDFA, they need the ...

Shannon McLay, the CEO of financial planning service The Financial Gym ... we work really hard for every dollar that we make, so we need to make it hard to spend those dollars because it ...