A holistic financial plan goes beyond—here’s how to approach it.

Discover how holistic financial planning strengthens advisor-client relationships and enhances life and retirement strategies beyond number crunching.

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

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

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.

Everyone has a financial goal—from saving for retirement to paying the monthly bills on time—but not everyone has a financial plan to get there. So when should you hire a financial planner? Ultimately ...

Finding a financial advisor doesn't have to be hard. SmartAsset's free tool matches you with up to three fiduciary financial advisors that serve your area in minutes. Each advisor has been vetted by ...

Discover a financial planner's role, salary expectations, essential skills, and education requirements to succeed in this ...

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 ...

A business-as-usual approach to taxes in the first year of retirement can lead to silly trip-ups that erode your nest egg.

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 ...