Before you hire a financial planner, you need to make sure they're a good fit for your long-term goals. Asking these ...

Choosing a financial advisor is a big decision. You may be trusting them with your money, your peace of mind, and your ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Ebony Howard is a certified public accountant and a QuickBooks ProAdvisor tax expert. She ...

Uncover the secrets to stress-free retirement planning with this surprising solution.

CNBC Select spotlights some picks for AI-powered finance apps, what they can do, and when you still need a human financial planner.

As a certified financial planner and someone who edits personal finance content for a living, I’ve seen firsthand how the rise of financial content on social media has transformed how we learn about ...

Nearly half of Americans — 47% — don't have a written financial plan, according to a recent study. Working with a financial advisor can help turn haphazard progress into a firmer path. Here's how ...

Experienced CPA financial planners share best practices to help you establish yourself as a trusted adviser and ensure a successful and productive engagement. Tax time provides an excellent ...

Insights from a financial advisor ...

This Redditor was surprisingly approached by someone knocking on their door offering financial advice. There is a major difference between a financial advisor and a financial planner. The biggest ...

Certifications are not just decorative letters after someone’s name. They represent rigorous coursework, real-world experience, and signal a commitment to ethical standards. They also reveal where the ...

Fiduciary financial advisors must choose investments that best align with their clients. These advisors generally take a more holistic and hands-on approach. Fiduciary financial advisors may charge ...