This is the first article of a two-part series on how to choose a financial professional. Getting your finances in shape can be a tall order. It's not the most exciting topic for many people and it ...

Rae Hartley Beck first started writing about personal finance in 2011 with a regular column in her college newspaper as a staff writer. Since then she has become a leader in the Financial Independence ...

Explore how financial advisors and financial planners differ in scope, credentials and compensation so you can choose the right expert for your needs Written By Written by Staff Money Writer, WSJ | ...

Opinions expressed by Entrepreneur contributors are their own. For many, when you start your first job and begin the onboarding process, you’re introduced for the first time to the concept of taxes, ...

Christina Majaski writes and edits finance, credit cards, and travel content. She has 14+ years of experience with print and digital publications. Marguerita is a Certified Financial Planner (CFP), ...

There are quite a few misconceptions when it comes to working with a financial planner. For one, you might think that financial planners only work with the rich. Or, you may expect that they're just ...

A financial planner takes inventory of your finances, then creates a plan to help you reach your goals. Some financial planners also provide investment management. Many, or all, of the products ...

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 ...

Matt Danielsson has 21+ years of writing experience and 7+ years as a financial advisor. He is the founder of Danielsson Enterprise. Anthony Battle is a CERTIFIED FINANCIAL PLANNER™ professional. He ...

Over time, the financial services industry has blurred the line between the terms financial “advisor” and “planner,” often at the expense of the client's experience. A financial planner can be — ...

A financial advisor manages a client’s investment portfolio. A financial planner provides more comprehensive financial services. Look for an advisor or planner who is a fiduciary. There may come a ...