Have an issue with your financial planner or looking for a new one? Email questions or concerns to [email protected].

I’ve had a financial advisor, who is a certified financial planner (CFP), since December of last year. I really find his ...

Are you prepared for the possibility of needing long-term care in the future? This may include care in a nursing home, an assisted living facility or home health care. According to the ...

The American College of Financial Services shows the value of designations by focusing on specialized areas of planning, helping consumers find professionals who match their needs.

Experts say taking a digital detox can help you save hundreds of dollars in some cases. When Jessica Dickson deleted social-media apps from her phone to curb her habit of scrolling throughout the day, ...

As more people age and begin to explore their retirement living options, one question keeps coming up: Can you afford to live in a continuing care retirement community (CCRC)? It' ...

The fact that many financial advisors say they do not provide tax planning belies how much value they may add through that ...

Learn when and how to switch financial advisors.

Wealthy families risk losing millions without a plan. A CFP shares 3 smart wealth-transfer strategies to protect your legacy.

Miranda Marquit is a staff senior personal finance editor for Buy Side. Staff Personal Finance Editor, Buy Side Valerie Morris is a staff editor at Buy Side and a personal finance expert. Financial ...

The financial planner you pick to manage your assets and advise you on key financial decisions affects your retirement and ...

ARE you fed up of your boring 9 to 5 and feel like there’s no way out? It’s time to apply for a “second-act” job NOW. A ...