A certified financial planner (CFP) is more than just a fancy financial counselor -- they're a holistic financial partner. Read on to learn more.

Earning and maintaining certifications requires a significant time investment. So why do advisors go through the trouble?

“When do I need to hire a financial advisor?” An advisor or planner is like a financial navigator, someone who helps you ...

Financial independence isn’t just about your lifetime, it’s also about what you leave behind. A good financial plan includes ...

When people hear the phrase “financial planning,” they often think about stocks, retirement accounts, or maybe their 401(k).

While only a fraction of her clients use them, Rachel Gustafson says that reverse mortgages are a useful tool for those with specific needs.

I’ve been a personal finance writer for nearly a decade. I’ve interviewed dozens of financial advisors in that time, but I’m ...

Need help finding a financial advisor? This free tool can help you connect with fiduciary advisors who serve your area. High-net-worth individuals (HNWIs) can identify specialized financial advisors ...