Shannon McLay, the CEO of financial planning service The Financial Gym, is shaeing the one spending habit that people should ...
Westend61 / Getty Images The financial planning profession has grown exponentially in the past few decades. Many firms are responding to increased demand with more online support. This has ...
Do I need a financial advisor or should I do it myself? Often, a financial advisor is worth it when you don't have the time, desire, or expertise to manage your finances.
Working with a financial planner during a bear market may help investors to feel more prepared and confident that they can weather anything that may come their way. A fiduciary has your best ...
Most investors are better served by learning basic investment principles and managing a simple portfolio themselves. However, ...
However, a second career can be incredibly uplifting, especially for those who choose to step into the role of a financial advisor. The financial profession is a popular choice because it seldom ...
Many people hesitate to consult a human financial advisor because they feel they don't have enough assets. Historically, this concern was valid. Many advisors prioritized clients with substantial ...
Various designations can lend insight into what type of experience an adviser has, and a good place to start is finding a Certified Financial Planner® (CFP). Having this designation requires ...
Most financial advisors charge based on how much money they manage for you. That fee can range from 0.25% to 2% per year. Many, or all, of the products featured on this page are from our ...
Investopedia / Michela Buttignol The certified financial planner designation is offered by the CFP Board of Standards and is for professionals who have extensive experience and knowledge of ...