There used to be what you might call “backsies” or a “do-over” on converting money from a traditional IRA to a Roth. You ...

“When do I need to hire a financial advisor?” An advisor or planner is like a financial navigator, someone who helps you ...

A certified financial planner (CFP) is more than just a fancy financial counselor -- they're a holistic financial partner. Read on to learn more.

Learn what financial advisors do, when to hire one, how much they cost, and what to consider if you’re considering managing ...

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

I’ve been a personal finance writer for nearly a decade. I’ve interviewed dozens of financial advisors in that time, but I’m ...

Jason Isaacs said he's spent "pretty much everything" he's earned as a TV and movie star. A financial planner told BI how to ...

When people hear the phrase “financial planning,” they often think about stocks, retirement accounts, or maybe their 401(k).

Wondering if you can trust your financial advisor? Learn what red flags to watch for and how to choose a reliable, ...

Financial independence isn’t just about your lifetime, it’s also about what you leave behind. A good financial plan includes ...

Certified financial planners work with these high-income earners to help them turn an initial seed of wealth into a thriving garden that will nourish their heirs and even the descendants they’ll ...

Need help finding a financial advisor? This free tool can help you connect with fiduciary advisors who serve your area. High-net-worth individuals (HNWIs) can identify specialized financial advisors ...