Finding a good independent financial advisor involves evaluating their qualifications, understanding what services they offer and determining their compatibility with your financial goals. Independent ...

When it comes to managing your money, few decisions carry more weight than choosing the right financial advisor. This person will not only guide your investment strategies, tax planning, and ...

Choosing a financial advisor isn't a cosmetic decision. It's not about finding someone with a polished website or a ...

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Far too many people are embarrassed to seek out a professional financial advisor because they do not believe they have enough assets. Historically, it was difficult finding advisors willing to work ...

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 ...

While it’s easier than ever to access financial advice online, each person’s financial journey is different. That’s why speaking with a financial advisor — a professional who provides personalized ...

This guide decodes the wide variety of certifications and services—along with a checklist of what to ask before you choose Written By Written by Contributor, Buy Side Bernice Napach is a contributor ...

Most entrepreneurs at one time thought that creating a successful business would be the most difficult task in the world. But once they created that business, they realized that maintaining, ...

I’ll let you in on a little secret: Even money experts can feel intimidated when walking into a financial adviser’s office for the first time. There are a few reasons for this nearly universal ...

Finding a financial advisor as a veteran can be an important step in managing your financial future. Veterans often have unique financial needs, such as understanding military benefits, navigating VA ...

Jason Zweig’s column “Financial Guru, Bestselling Author, TV Star? Not So Fast” (Exchange, Nov. 2), raises a frustrating reality of the investment industry: Good, honest advice has always been hard to ...