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 ...

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. When it comes to managing money, most people have the best intentions—but ...

From wills and trusts to estate tax planning, discover how financial advisors protect wealth and guide families in building a lasting legacy Written By Written by Staff Money Writer, WSJ | Buy Side ...

A holistic financial plan goes beyond savings and investments to include taxes, risk management, retirement goals and legacy—here’s how to approach it Written By Written by Staff Money Writer, WSJ | ...

Choosing a financial advisor is a big decision. You may be trusting them with your money, your peace of mind, and your financial future. If you know what to look for, though, you can find an advisor ...

Financial planning is a strategic approach to improving the organization and management of personal finances. Financial plans vary in purpose and can be tailored to suit your specific needs to reach ...

Financial planning is not just a numbers game: Today’s most effective financial advisors recognize that success with clients could lie at the intersection of emotional intelligence, often called EQ, ...

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 ...

A multi-ethnic blended family at the park on a sunny day, sitting together on the ground on a blanket, laughing. The mother is African-American and father is Caucasian. Their two little boys are twins ...

We, as humans, are one fickle lot. We strive to be happy and healthy, and we typically understand what activities and habits can lead us there, but when push comes to shove, our actions aren’t highly ...

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.

Financial advisors charge either commissions or fees for services. Experts say there are pros and cons to each model. Understanding how an advisor earns money helps protect your returns. When you're ...