Strategic financial planning can help high-net-worth individuals address unique challenges such as market volatility, tax ...

Question: “My husband and I talked to a financial planner over the phone and I’m not sold on him but my husband is. I think he’s too trusting without investigating him. I looked up his company online ...

It might surprise people that my husband and I pay a financial planner, given that I spend a lot of time on financial, tax, and investment planning at work. However, hiring a planner has delivered a ...

When people go to the web to research anyone from a plumber to a lawyer they might hire, they can find a bevy of online reviews to guide their decisions. Processing Content That's not quite the case ...

Reify Wealth Advisors financial planners Juli Erhart-Graves and Margaret Gooley explain how financial planners help clients achieve their financial goals.

Facet offers several membership tiers and unlimited messaging with a CFP. It charges a flat fee, which might make it relatively pricey for lower balances Written By Written by Staff Money Writer, WSJ ...

Thank you for submitting your question. Keep reading Forbes Advisor for the chance to see the answer to your question in one of our upcoming stories. Our editors also may be in touch with follow-up ...

Choosing a financial advisor isn't a cosmetic decision. It's not about finding someone with a polished website or a ...

Ratings and reviews of financial advisors are here, as is the technology to support both the reviews themselves and the expected compliance requirements. Whether to allow such reviews is sure to be ...

A holistic financial plan goes beyond—here’s how to approach it.