Financial coaches help you improve your relationship with money and build better financial habits ...

Making financial decisions isn’t for the faint of heart — and that’s exactly why you’ve likely ended up hiring a financial advisor. They are pros at helping you sort out all those messy numbers. But, ...

Understand the role of financial consultants, their services and how they compare to financial advisors Written By Written by Staff Senior Editor, Buy Side Miranda Marquit is a staff senior personal ...

Do I need a financial advisor or should I do it myself? In most cases, if you don't have the time, desire, and/or expertise required to give your life savings enough attention, a financial advisor is ...

Managing money can be a tricky task, whether you're just trying to set a budget or set yourself up for retirement. Leaning on a professional can help. "You lose enough and then you learn from mistakes ...

The term financial advisor doesn’t really come close to describing the wide – and expanding – range of tasks that those who hold that title do. Client meetings, investment management, financial ...

Self‑employed people juggle cash flow, taxes and retirement. A financial advisor can help you save money and keep your business and personal finances aligned ...

For most of the last century, retirement was treated as a single event. Clients worked to a fixed date, crossed a finish line ...

Much like other terms financial professionals use to describe themselves, there's no regulation of the term financial consultant. There is a Chartered Financial Consultant (ChFC) designation issued ...