A lot of excellent personal finance advice, including the kind you’ll find at GOBankingRates, boils down to one core nugget of wisdom: Consult a financial advisor you trust. You think it will be ...

Need help with a comprehensive plan for your financial life? Or are you just looking for someone to manage your investments and other assets? This article covers the professionals who can help with ...

A financial planner’s role is to ensure your quantifiable financial goals are met to the best of their ability, or work with ...

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 ...

Fiduciary financial advisors must choose investments that best align with their clients. These advisors generally take a more holistic and hands-on approach. Fiduciary financial advisors may charge ...

A financial advisor can help you with any number of planning needs, from retirement savings to tax consequences to basic financial strategies. But this type of financial advice doesn’t come without ...

Saving a large percentage of your income, minimizing taxes and keeping spending in check can offer a more realistic path to ...

The certified financial planner (CFP) certification is one of the most highly sought-after designations for financial professionals and can add a lot of value to their careers. The CFP certification ...

This Redditor was surprisingly approached by someone knocking on their door offering financial advice. There is a major difference between a financial advisor and a financial planner. The biggest ...

Everyone has a financial goal—from saving for retirement to paying the monthly bills on time—but not everyone has a financial plan to get there. So when should you hire a financial planner? Ultimately ...

Over the years, I’ve noticed a growing trend in my mailbox: readers in search of financial planners or advisers -- or assistants. When taken in the message’s context, it’s pretty clear that not ...

Financial advisors are not required to have university degrees, but are required to pass certain exams by the Financial Industry Regulatory Authority.