RightCapital, based in Shelton, Conn., is giving students enrolled in personal financial planning programs at 20 large universities nationwide free subscriptions to its award-winning software. The ...

It’s no secret that most Americans are stressed about inflation, and many live paycheck to paycheck, even while earning six-figure salaries. Whether you’re worried about saving for a mortgage down ...

I was standing in my neighbor’s kitchen, having just mentioned something about “our financial planner” to her. My neighbor is a retired CPA, sharp as a tack, and a dedicated do-it-yourself investor.

If you want to up your financial literacy game and increase your net worth, turning to a financial advisor or financial planner could be a good move. How are these two types of financial professionals ...

A financial planner takes inventory of your finances, then creates a plan to help you reach your goals. Some financial planners also provide investment management. Many, or all, of the products ...

Many people think that a financial adviser and financial planner are the same thing, and speak of them as such — and indeed both do help individuals manage their money in the broadest sense. That said ...

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The Mint app has shut down as of Jan. 1, 2024. For alternatives, check out CNBC Select's ranking of the best budgeting apps. The terms "financial advisor" and "financial planner" are often used ...

A financial advisor manages a client’s investment portfolio. A financial planner provides more comprehensive financial services. Look for an advisor or planner who is a fiduciary. There may come a ...

A rose by any other name may still be a rose, but is a financial advisor who calls herself a financial planner still a financial advisor? That's the real question. The difference between a financial ...