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. When looking ...

What does this Advisor Specialize in? Find a financial advisor who specializes in the area of expertise you require. It's important to find an advisor who can help you approach your personal and ...

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Fact checked by Vikki Velasquez Key Takeaways Retirement planning starts with clarity—use calculators and set goals to understand how much you’ll need and how to get there.Strategies like Roth 401(k)s ...

Within the financial advisory industry, there's plenty of debate about whether the fee-only model is always best for clients. That's a separate question from adhering to the fiduciary ...