1. Are you a Certified Financial Planner TM? There are countless personal finance certifications, but I would never work with anyone who isn’t a Certified Financial Planner. The CFP requires ...

Yes, you can usually find a financial advisor who specializes in your needs. Use a network questionnaire to get ...

Whether you’re just starting your career, nearing retirement or somewhere in between, a financial advisor can help you navigate important decisions about your money. Financial advisors come with an ...

The best financial advisors can help you stick to a long-term investing plan that fits your needs. The worst advisors are more likely to put you in investments that line their own pockets and may not ...

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. Hiring a financial advisor is something a lot of people ...

You should always be able to ask as many questions as you’d like when working with your financial advisor. So, before you have your annual review, think carefully about what you’d like to ask. Here ...

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 all of the different ways Social ...

On this episode of Retirement Report, hosts Hank Parrott and Aristotle McDonald from Estate and Financial Strategies discuss ...

Acing all the key components of retirement planning is akin to getting a perfect score on the SAT college entrance exam. It’s not impossible. But for most people, it’s a long shot. And just as a ...

Miranda Marquit is a staff senior personal finance editor for Buy Side. Staff Personal Finance Editor, Buy Side Valerie Morris is a staff editor at Buy Side and a personal finance expert. The term ...

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