When looking for a financial advisor, consider your personal financial needs and values. Remote advice can be as effective as ...

That sticker shock was the experience of C.J. Shank, who is semiretired and has been interviewing advisers to help her plan for her upcoming full retirement. “The fees seemed awfully high. Many wanted ...

Learn when and how to switch financial advisors.

Finding a good independent financial advisor involves evaluating their qualifications, understanding what services they offer and determining their compatibility with your financial goals. Independent ...

Most entrepreneurs at one time thought that creating a successful business would be the most difficult task in the world. But once they created that business, they realized that maintaining, ...

How can I find a certified financial planner (CFP) who is not associated with a brokerage house? I want truly independent ...

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. Whenever the topic of talking with a financial ...

For the past seven years, Kat has been helping people make the best financial decisions for their unique situations, whether they're looking for the right insurance policies or trying to pay down debt ...

Advisor matching services can connect you with an advisor for free. They're helpful if you're trying to find a financial advisor near you or online. Many, or all, of the products featured on this page ...

Molly Grace is a staff money writer at Buy Side covering banking, home equity, investing, mortgages, retirement savings, taxes and budgeting. Staff Personal Finance Editor, Buy Side Valerie Morris is ...

It’s never too late to get serious about retirement planning — especially if you’re thinking of leaving work in a few years. In fact, folks over 55 have access to more savings opportunities than their ...

Question: “How can I tell if my adviser is really a fiduciary? They claim to be, but I don’t know how to actually verify that. What specific certifications should I be looking for? What types of ...