If you’re looking for a financial advisor or planner, learning about their credentials can help you choose the right one for your needs. Working with a financial advisor or financial planner can help ...

Financial planner Rona Birenbaum is so busy that she’s been turning away an average of two clients a day over the past couple of weeks. “We are slammed right now,” said Ms. Birenbaum, whose ...

Only a couple hundred of the 90,000 financial advisers in this country are advice-only planners A: You ask a great question, Gerry. The media—and MoneySense in particular—tends to speak highly of ...

Financial advisors aren’t only for the very wealthy. People in all sorts of financial situations can benefit from professional financial planning services. Whether you need to come up with a saving ...

Most people search for products and services online, and financial advice is no exception. But not everyone who posts about financial advisors sees them in a positive light, so chances are some ...

FP Answers: This is a helpful, and rare, workplace benefit. Your first meeting with a financial planner is a great move, ...

Financial advisors typically focus on investment management, while financial planners help create a roadmap for your finances Written By Written by Staff Money Writer, WSJ | Buy Side Molly Grace is 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 ...

After Advisor.ca looked at how four financial planning and analysis software products fare on features for mid-career and retirement planning, we asked advisors how they made their software choices.

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 ...

Managing your finances can be difficult. Particularly when it comes to complex matters like investing and building a retirement plan, it’s nice to have a second opinion from an expert. That’s exactly ...