Some financial advisors might charge a hefty fee, treat you to lunch, and ask for referrals while still managing your ...

ChatGPT can help you learn financial concepts, but it lacks critical thinking. So you should take its retirement advice to a ...

It might surprise people that my husband and I pay a financial planner, given that I spend a lot of time on financial, tax, and investment planning at work. However, hiring a planner has delivered a ...

A financial planner’s role is to ensure your quantifiable financial goals are met to the best of their ability, or work with ...

Finding a financial advisor doesn't have to be hard. SmartAsset's free tool matches you with up to three fiduciary financial advisors that serve your area in minutes. Each advisor has been vetted by ...

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With the constantly evolving competitive landscape, advisors should look toward online blogs, journals, and news outlets to stay on top of the latest industry developments and maintain their ...

A business-as-usual approach to taxes in the first year of retirement can lead to silly trip-ups that erode your nest egg.

A divorce financial planner collects and analyzes financial information to help their client make decisions when settling a divorce. Many, or all, of the products featured on this page are from our ...

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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.