A financial advisor for estate planning provides a future-forward perspective. They can help you build a long-term plan for your financial goals that aligns with the needs of your heirs. From ...

The coronavirus pandemic touched off increased demand for toilet paper, Clorox wipes, at-home hair coloring kits—and financial advice. A recent survey by the Certified Financial Planner Board of ...

All financial planners should have training and education specific to the role. Keep in mind that not all are regulated by industry groups such as the Financial Industry Regulatory Authority or the ...

Forbes contributors publish independent expert analyses and insights. Catherine Brock covers personal finance and investing. A financial advisor helps you build wealth and achieve financial ...

Question: “What can I do if my parents’ financial planner helped my sister rob our parents’ estate and reinvest the money with him? How long do I have to take action? I don’t know any good audit ...

Question: I am currently interviewing two different advisors, and it is certainly challenging. What should I ask them? Do you have any feedback and further advice for picking the right one? (Looking ...

The Mint app has shut down as of Jan. 1, 2024. For alternatives, check out CNBC Select's ranking of the best budgeting apps. The terms "financial advisor" and "financial planner" are often used ...

CFPs create customized financial plans and offer broad services such as estate and retirement planning. Choosing a CFP ensures you'll get an expert with a rigorous certification and ethical commitment ...

A financial advisor for a Roth IRA can provide guidance on contribution strategies, investment selection and long-term tax planning. Because Roth IRAs grow tax-free and qualified withdrawals are also ...

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. Whenever you jump into a conversation on Reddit and the ...