A financial planner can help you create a roadmap for achieving just about any financial goal, from increasing your savings to avoiding unnecessary taxes to building a retirement nest egg. But the ...

If you need help deciding what to do with your money in a volatile stock market and uncertain economy, the choices can be bewildering. Financial adviser. Investment adviser. Broker. Financial planner.

A holistic financial plan goes beyond savings and investments to include taxes, risk management, retirement goals and legacy—here’s how to approach it Written By Written by Staff Money Writer, WSJ | ...

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 ...

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.

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Understand the role of financial consultants, their services and how they compare to financial advisors Written By Written by Staff Senior Editor, Buy Side Miranda Marquit is a staff senior personal ...

The Financial Planning Association will display images from its history at its annual conference this week in Las Vegas, where the FPA is commemorating its 25th anniversary since the merger of the ...

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 ...

Forbes contributors publish independent expert analyses and insights. Cicely Jones simplifies financial concepts for young professionals. I recently spoke to a prospective client who had been working ...