Imagine an investor walking into your office for the first time. After a short exchange of pleasantries and introductions, you go through your standard conversation-starter questions. Then, in some ...

Forbes contributors publish independent expert analyses and insights. Natalie Colley helps women plan financially for major life changes. Ever wonder why Olympic athletes have coaches? These are ...

A financial advisor is not only for the super-rich; anyone facing major life transitions, nearing retirement, or feeling overwhelmed by financial decisions could benefit from professional guidance.

Maybe you feel like a failure because all your friends seem to have more money than you do. Or maybe you’re up to your eyeballs in credit card debt, and no matter how many times you manage to pay off ...

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 ...

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.

Financial consulting involves developing an overall financial plan including retirement planning, estate planning, tax strategies, debt management and more. Financial consultants are very similar to ...

When Brad Klontz’s maternal grandfather went to his bank one day, he discovered all of his money was gone. His bank was one of the thousands of financial institutions that failed during the Great ...