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When looking for a financial advisor, consider your personal financial needs and values. Remote advice can be as effective as meeting with a local financial advisor, but it depends on your comfort ...

Finding a good independent financial advisor involves evaluating their qualifications, understanding what services they offer and determining their compatibility with your financial goals. Independent ...

Not everyone has the time to become a DIY financial planner, or perhaps you want a second opinion from an expert. Here's how ...

When it comes to managing your money, few decisions carry more weight than choosing the right financial advisor. This person will not only guide your investment strategies, tax planning, and ...

Nearly half of Americans — 47% — don't have a written financial plan, according to a recent study. Working with a financial advisor can help turn haphazard progress into a firmer path. Here's how ...

You’ve spent decades working hard, raising a family, building a life. Now retirement is getting closer, and the financial decisions you make in these final five to ten years—about Social Security, ...

Expect​ a good advisor to spend most of the first meeting asking about your goals, risk tolerance, family, investments, ...

Forbes contributors publish independent expert analyses and insights. Cicely Jones simplifies financial concepts for young professionals. I recently spoke with an investor who had no idea what his ...

Learn effective strategies to locate and select a financial advisor in your area Written By Written by Staff Senior Editor, Buy Side Miranda Marquit is a staff senior personal finance editor for Buy ...