Education Requirement: Complete a CFP Board Registered Program before taking the CFP® exam. Rigorous Exam: The exam consists ...

Only 45% of Americans describe themselves as disciplined in financial planning. Working with a financial advisor can help you answer critical financial questions. The term “financial advisor” includes ...

“When do I need to hire a financial advisor?” An advisor or planner is like a financial navigator, someone who helps you articulate where you would like to go on your financial journey and provides ...

You’re lying awake at 2 am, wondering if you’ll have enough money to retire comfortably. Will you be eating cat food in your ...

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. When you think about why you need a financial advisor, ...

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

Need help with a comprehensive plan for your financial life? Or are you just looking for someone to manage your investments and other assets? This article covers the professionals who can help with ...

I used to think financial advisors were either for rich people or for people who were completely hopeless with money. Then I ...

If you need help deciding what to do with your money in a volatile stock market and uncertain economy, the choices can be bewildering. Financial adviser. Investment adviser. Broker. Financial planner.

Rae Hartley Beck first started writing about personal finance in 2011 with a regular column in her college newspaper as a staff writer. Since then she has become a leader in the Financial Independence ...

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

A financial plan should be a detailed road map to a worry-free retirement. Watch out: If your plan has these common holes, you could be headed for a dead end.