How can I find a certified financial planner (CFP) who is not associated with a brokerage house? I want truly independent ...

Everyone has a financial goal—from saving for retirement to paying the monthly bills on time—but not everyone has a financial plan to get there. So when should you hire a financial planner? Ultimately ...

A subset of the FIRE movement, Coast FI can help executives figure out whether their investments are enough to 'coast' so they can retire early and comfortably.

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 ...

On a cold day in Chicago in December 1969, 13 people met to discuss a better way to provide financial advice. They recognized that Americans would benefit from the counsel of a financial planning ...

A financial goal planner document is a tool that helps individuals outline, organize and track their financial goals. Whether you’re saving for a major purchase, planning for retirement or building an ...

Nerd's Eye View – Rounding out the list, Nerd's Eye View is written by Michael Kitces himself – providing daily commentary on financial planning ideas and industry developments, in addition to a ...

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 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 ...

Hiring a financial adviser is a big decision, and one that you should weigh carefully before jumping in. That means both doing your research, and maybe even a little personal soul-searching to ...

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. How do financial planners plan for retirement, particularly when the markets ...