A holistic financial plan goes beyond savings and investments to include taxes, risk management, retirement goals and legacy—here’s how to approach it ...

Discover a financial planner's role, salary expectations, essential skills, and education requirements to succeed in this ...

Finding a financial advisor doesn't have to be hard. SmartAsset's free tool matches you with up to three fiduciary financial advisors that serve your area in minutes. Each advisor has been vetted by ...

Strategic financial planning can help high-net-worth individuals address unique challenges such as market volatility, tax optimization and wealth preservation ...

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 ...

Learn about the five financial planning software programs that are most commonly used by professional financial advisors.

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 ...

Before you agree to work with a financial advisor, you need to understand exactly how they’re compensated. If you’re afraid you’ll seem rude by asking, don’t worry: Your advisor is required to ...

A divorce financial planner collects and analyzes financial information to help their client make decisions when settling a divorce. Many, or all, of the products featured on this page are from our ...

A real estate agent's job is intense. As CEO of a financial advisory firm that has specialized in helping real estate agents ...