Picking a financial advisor means trusting someone else with your money and financial future. This is an important decision, as it can impact your retirement, insurance coverage and overall financial ...

We analyzed everything from advisor credentials to fees to portfolio options at some of the larger and more well-known ...

Equip yourself with the right questions to evaluate financial advisors and make informed decisions about your financial ...

A reader, V.S., emailed me a few days ago to say: “I’d like to know where to get financial advice from. I know I need to seek out a fiduciary; however, everyone tells me they are one.” As someone who ...

Whenever the topic of talking with a financial professional who can help create a long-term strategy toward retirement arises, we label this individual a financial advisor. Choosing this individual is ...

Affiliate links for the products on this page are from partners that compensate us and terms apply to offers listed (see our advertiser disclosure with our list of partners for more details). However, ...

Many individuals hesitate to engage a financial advisor because they believe they don't have enough assets. Historically, this concern was valid. Advisors often prioritized high-net-worth clients due ...

The start of a new year is a great time to review your financial plan. Think about the progress you made toward your financial goals last year, and whether your goals have (or should be) changed. If ...

Q. How can I find an honest and credible fiduciary? As a senior without much of an estate, I would like to know that I’m making wise tax choices so as not to burden my survivors. — Looking out for my ...

Some, but not all, financial advisors are fiduciaries. When you’re the beneficiary of a fiduciary relationship, you give that fiduciary discretionary authority over your assets. So a fiduciary ...

Some, but not all, financial advisors are fiduciaries. When you’re the beneficiary of a fiduciary relationship, you give that fiduciary discretionary authority over your assets. So a fiduciary ...