Take a Financial Relief Quiz. Get matched with an Authorized Partner. Whether you inherited a large lump sum, landed your dream job with a significant pay bump or are getting married or divorced, you ...

Financial consultants are often hired by high-net-worth clients. These consultants typically work with complex financial situations. They may advise on investments, property holdings and long-term ...

It’s no secret that most Americans are stressed about inflation, and many live paycheck to paycheck, even while earning six-figure salaries. Whether you’re worried about saving for a mortgage down ...

Many people think that a financial adviser and financial planner are the same thing, and speak of them as such — and indeed both do help individuals manage their money in the broadest sense. That said ...

I was standing in my neighbor’s kitchen, having just mentioned something about “our financial planner” to her. My neighbor is a retired CPA, sharp as a tack, and a dedicated do-it-yourself investor.

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 ...

Retirement forces every financial decision into sharper focus, from how much risk to take in the markets to how quickly to draw down savings. The real question is not whether financial planning ...

It might surprise people that my husband and I pay a financial planner, given that I spend a lot of time on financial, tax, and investment planning at work. However, hiring a planner has delivered a ...

A planner provides a trusted second opinion on complex financial decisions Hourly advice can be a cost-effective alternative to ongoing management fees Working with a planner encourages better ...