Some financial advisors might charge a hefty fee, treat you to lunch, and ask for referrals while still managing your ...

Financial advisers, planners and wealth managers can help clients with a variety of financial tasks — taxes, investing, risk management, estate and retirement planning, to name just a few. But not ...

As a certified financial planner, I’m often asked, “What’s the best stock to buy?” My answer is always the same: “It depends.” This response may seem vague, but it’s rooted in the understanding that ...

A financial planner can help you create a roadmap for achieving just about any financial goal, from increasing your savings to avoiding unnecessary taxes to building a retirement nest egg. But the ...

A financial planner’s role is to ensure your quantifiable financial goals are met to the best of their ability, or work with ...

Yes, financial advisers can be pricey — but for some, they are well worth the money. Here’s who might benefit from hiring a ...

Learn how independent financial advisors operate.

Financial Advisor Brian Fedje of the financial services firm Edward Jones in Grand Forks has received the CERTIFIED FINANCIAL PLANNER®, or CFP®, certification, granted by the Certified Financial ...

Flat‑fee financial advisors offer transparent pricing and predictable costs.

A business-as-usual approach to taxes in the first year of retirement can lead to silly trip-ups that erode your nest egg.

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 ...

TELL CITY – Maddie Dauby of Onyx Private Wealth has earned her CERTIFIED FINANCIAL PLANNER® (CFP®) certification. Obtaining this certification shows the dedication to our firm and our clients that we ...