Financial advisors typically focus on investment management, while financial planners help create a roadmap for your finances ...

Flat‑fee financial advisors offer transparent pricing and predictable costs.

Over time, the financial services industry has blurred the line between the terms financial “advisor” and “planner,” often at the expense of the client's experience. Processing Content A financial ...

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.

There are quite a few misconceptions when it comes to working with a financial planner. For one, you might think that financial planners only work with the rich. Or, you may expect that they're just ...

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 ...

A financial planner takes inventory of your finances, then creates a plan to help you reach your goals. Some financial planners also provide investment management. Many, or all, of the products ...

Within the financial advisory industry, there's plenty of debate about whether the fee-only model is always best for clients. That's a separate question from adhering to the fiduciary standard, which ...

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, ...

Setting financial goals is a key part of planning for your future. Common examples of financial goals include building an emergency fund, saving for retirement, paying off debt and investing for ...