Managing your money involves setting goals, organizing your finances and deciding how to use your resources over time. Wealth ...

Advisor matching services can connect you with an advisor for free. They're helpful if you're trying to find an in-person or virtual financial advisor. Many, or all, of the products featured on this ...

When people work with a fitness trainer, they expect a workout tailored to their abilities and goals. Similarly, when they work with an architect to design a new home, they expect the plans to reflect ...

We analyzed advisor credentials, portfolio options, fees and customer support at some of the larger and more well-known registered investment advisor firms to help you select a firm that could best ...

Forbes contributors publish independent expert analyses and insights. Tim Maurer covers how personal finance is more personal than finance. This article is more than 3 years old. I’m noticing an ...

Insurance and financial plans go hand in hand. Used together, they can ensure that clients are not only protected in the event of unforeseen circumstances but also positioned for long-term financial ...

Learn the ins and outs of comprehensive financial planning, from defining its components to implementing the right strategies ...

Financial planning helps consumers determine whether they are on track to meet their goals and outlines their path to overall financial success. Today financial advisors face the challenge of ...

As many employees are now tasked with managing their own money both before and after retirement, a growing number of families and retirees need financial planners to help them to make important ...

President Trump's signature tax law drew the most headlines, but FP covered the "T" intersection with wealth management from ...

Steve Lockshin and Michael Kitces tied what they view as some mistaken assumptions around fees to the competitive need for ...