These advisors understand how to manage retirement cash flow. They help people transition from an annual salary to living off their assets. Retirement advisors examine appropriate investments, Social ...

Financial consultants are often hired by high-net-worth clients. These consultants typically work with complex financial situations. They may advise on investments, property holdings and long-term ...

Do you need a financial advisor? Learn what advisors actually do, who benefits most, and when hiring one is worth the cost.

Understand what a fiduciary designation entails and how it sets these financial advisors apart Written By Written by Staff Senior Editor, Buy Side Miranda Marquit is a staff senior personal finance ...

If you’re reading this, you probably have a good problem. Your daily finances are stable, and those savings accounts are going up. But you know that those savings will be eaten away by inflation if ...

“Fiduciary” sounds simple: put the client first. But here’s the truth—not all fiduciary financial advisors are equal. Some meet only the minimum legal bar. Others add rigorous training, broad planning ...

Managing debt can feel overwhelming, but a financial debt advisor can help you create a plan, explore your options and ...

In 2019, I wrote an article in response to the influx of robo-advisors in the financial planning space. Today’s investors can open an account, answer a few questions about their risk tolerance, and in ...

As someone who works in the finance industry, a common question I get from new acquaintances is: “So, what should I do with my finances?” At this point, I explain that I’m not a financial advisor.