Some financial advisors might charge a hefty fee, treat you to lunch, and ask for referrals while still managing your ...

Looking for a trustworthy advisor who's worked with high-net-worth clients? Here are some practical steps to take.

What to look for in a financial advisor for estate planning. An estate planner helps you create a plan for how your assets ...

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

Laurie Sepulveda is a MarketWatch Guides team senior writer who specializes in writing about insurance, investing, personal loans, home equity loans, mortgages and banking. She lives in North Carolina ...

Forbes contributors publish independent expert analyses and insights. Cicely Jones simplifies financial concepts for young professionals. I recently spoke with an investor who had no idea what his ...

Finding a retirement financial advisor will require you to evaluate key traits and qualifications that align with your goals. This means looking for advisors who specialize in retirement planning, ...

Choosing a financial advisor isn't a cosmetic decision. It's not about finding someone with a polished website or a reassuring sales pitch. It's about deciding who will influence how your money is ...

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.

People in all sorts of financial situations can benefit from professional financial planning services. Whether you need to come up with a saving plan for retirement, manage your debt, diversify your ...