One way to jumpstart your search for a financial adviser who specializes in retirement planning is to ask friends, family ...

Social Security is a program that provides money for retirement, but it offers a variety of ways to access that funding. It ...

I’m single, 85 years old and I need a financial estate planner, as well as an attorney for a will. All of my investments are in mutual funds that I’ve managed myself through the years ...

If you’ve always done your own planning and money management, you might think you don’t need a financial planner to help you. But everyone has blind spots, and we all have knowledge we didn’ ...

“This is where a financial planner can add value,” Struthers adds. “They can take all the variables and tell you the chances ...

As a financial advisor, here's what you need to know to succeed with your clients. You'll need a bachelor's degree to become a financial advisor, preferably in finance, accounting, statistics ...

Here's what you need to know about the best financial advisors and planners, and how to zero in on the best one for your goals and budget. Determine your needs and goals Before actually going ...

When you need more sophisticated and complex planning. While television and social media can make financial planning seem easy, the reality is that it can be far more complex than many realize.

But if you have your own keen eye, you may not even need a financial advisor at all. GOBankingRates talked to William J. Odom, a financial advisor and CEO of Deerfield Insurance, and Andy LaPointe ...

You need to select and stick with a strategy ... Don't know where to start? Consider a financial advisor. Finding a financial advisor doesn't have to be hard. SmartAsset's free tool matches ...

"In many instances, the financial advisor is the liaison, working to coordinate instructions from each (expert) for the client's benefit," he says. "While not everyone needs a CDFA, they need the ...