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

Need help working with your financial adviser or considering hiring a new one? Email questions to [email protected].

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

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

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 ...

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.

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.

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 ...

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

"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 ...