No one wants to be ready to file a return right before April 15 only to realize they're missing a vital financial document.

Writer and certified financial planner Beth Pinsker talks to Kiplinger about caring for her mother and her new book.

Will A document that ensures that assets are passed to designated beneficiaries, in accordance with your wishes. In the ...

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 ...

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 ...

Financial planning can be the secret to a building a happy life, yet it's too often treated as just that — a secret. Only 21 states require some kind of personal finance curriculum for high school ...

Everyone has a financial goal—from saving for retirement to paying the monthly bills on time—but not everyone has a financial plan to get there. So when should you hire a financial planner? Ultimately ...

E. Napoletano is a former registered financial advisor and award-winning author and journalist. John Schmidt is the Former Assistant Assigning Editor for investing and retirement. Before joining ...

I can always tell when a prospective client has read a list of “questions to ask a financial planner,” because the questions are always the same. Profit and prosper with the best of expert advice on ...

Need help with a comprehensive plan for your financial life? Or are you just looking for someone to manage your investments and other assets? This article covers the professionals who can help with ...

The Mint app has shut down as of Jan. 1, 2024. For alternatives, check out CNBC Select's ranking of the best budgeting apps. The terms "financial advisor" and "financial planner" are often used ...