There’s no one-size-fits-all answer to whether or when you should hire a financial advisor. But certain situations lend themselves to the need for financial advice.

Financial Advisor vs. Financial Planner The terms financial advisor and financial planner are often used interchangeably in conversation. Technically, though, they’re not exactly the same thing.

Strategies include adding riders to life insurance for younger individuals and considering hybrid or traditional long-term ...

Key takeawaysFinancial planning is the process of considering your financial objectives and goals and creating a roadmap to ...

A financial advisor can help you minimize your tax liability by implementing strategies like tax-efficient investing, estate planning, and utilizing tax-advantaged accounts.

A financial planner can be a powerful force for good, helping you set and reach financial goals. But do you really need a financial planner? Many people forgo the option of working with a ...

It’s never too early or too late to plan for your financial future. And whether to use a financial planner is one of the choices you’ll need to make as you chart your course. “A financial ...

In most cases, you won’t need to hire a financial advisor and a financial planner. Not all financial advisors are financial planners. But most planners are advisors (or have one on their team).

I’m single, 85 years old and I need a financial estate planner, as well as an attorney for a will. All of my investments are in mutual funds that I’ve managed myself through the years, mainly ...

A financial advisor can help you with any number of planning needs, from retirement savings to tax consequences to basic financial strategies. But this type of financial advice doesn't come without ...

Question: I think I’m looking for some financial counseling. I want to start setting up finances for retirement. What are the differences between financial counseling and financial planning and ...

A divorce financial advisor is specifically trained on how to value assets and the issues that can arise when dividing property in a divorce, says Sarah Keys, senior vice president and financial ...