Hiring a financial planner can deliver a return that can’t be quantified: peace of mind. Paying for expert financial advice ...

Financial advisors typically focus on investment management, while financial planners help create a roadmap for your finances ...

How well does your financial plan match your deepest dreams, possibilities and authentic goals? Typical financial planning often involves a mechanical process: collecting historical data, analyzing ...

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. There is a lot of misinformation and bias in the ...

Understand the fundamentals of financial planning, including goal setting, budgeting, investing and risk management to take control of your financial future Written By Written by Staff Senior Editor, ...

Retirement forces every financial decision into sharper focus, from how much risk to take in the markets to how quickly to ...

When building a financial plan or an investment strategy, most people start in the wrong place. They waste time chasing tactics; they try X or Y or Z for a short period, think it "doesn't work," then ...

NEW YORK--Lately the market has made more dips and turns than Highway 1, and it is hard to keep up. Stop chasing the Nasdaq, and get professional help-hire a financial planner whose job it is to help ...

I was meeting a dear friend for coffee one morning a few months ago. She had suggested a spot equidistant to our two houses, telling me that she used an online tool to ensure that neither of us had to ...

A couple explains why hiring a financial planner delivers peace of mind, better decisions, organization and confidence in ...

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.