For the past seven years, Kat has been helping people make the best financial decisions for their unique situations, whether they're looking for the right insurance policies or trying to pay down debt ...

As a former claims handler and fraud investigator, Jason Metz has worked on a multitude of complex and multifaceted claims. The insurance industry can be seemingly opaque, and Jason enjoys breaking ...

A great financial advisor is worth their weight in gold. However, not every financial advisor specializes in retirement-related issues, and that's where retirement advisors come in. A retirement ...

Getting a handle on your money is often a team effort. It's important to get advice from experts when it comes to deciding where to invest your money, how to grow and preserve your wealth and even how ...

More than half of financial advisors find acquiring new clients a challenge, according to the latest Cerulli Edge—U.S. Advisor Edition. While the majority (80%) of clients are satisfied with their ...

Molly Grace is a staff money writer at Buy Side covering banking, home equity, investing, mortgages, retirement savings, taxes and budgeting. Staff Personal Finance Editor, Buy Side Valerie Morris is ...