Question: “My husband and I talked to a financial planner over the phone and I’m not sold on him but my husband is. I think he’s too trusting without investigating him. I looked up his company online ...

Google's Gemini gave me similar savings advice as my financial planner - but here's why I don't plan on getting rid of my human adviser anytime soon When I logged onto Zoom (ZM) for my first-ever ...

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 ...

Jean Folger has 15+ years of experience as a financial writer covering real estate, investing, active trading, the economy, and retirement planning. She is the co-founder of PowerZone Trading, a ...

There is no official distinction between a financial advisor and a financial planner, including the types of services each offers. Professionals who market themselves as financial advisors might be ...

“When do I need to hire a financial advisor?” An advisor or planner is like a financial navigator, someone who helps you articulate where you would like to go on your financial journey and provides ...

Talking with a financial advisor may be the best decision around Social Security. Financial advisors are well-versed in Social Security benefits to help you figure out your next steps. Follow 24/7 ...

Explore the different categories of financial advisors—from RIAs to robo advisors—to determine which expert aligns with your financial planning needs Written By Written by Staff Money Writer, WSJ | ...

If you’ve ever inquired about receiving financial guidance or help to set goals for your future and wealth, you’ve likely come across someone with a certification called a certified financial planner, ...

Retirement forces every financial decision into sharper focus, from how much risk to take in the markets to how quickly to draw down savings. The real question is not whether financial planning ...

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.