Need help with a comprehensive plan for your financial life? Or are you just looking for someone to manage your investments and other assets? This article covers the professionals who can help with ...

Myles Clements was only a year or so into his career as a financial advisor when he decided to become a chartered retirement planning counselor, or CRPC. "When you're coming out of college, you have a ...

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. Whenever you jump into a conversation on Reddit and the ...

CFPs create customized financial plans and offer broad services such as estate and retirement planning. Choosing a CFP ensures you'll get an expert with a rigorous certification and ethical commitment ...

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. Let’s talk about something that can feel a little awkward: asking for help ...

While touring Orlando, Fla., with a group, some of my traveling companions asked what I do for a living. When I said I write about financial planning, they all asked if I give stock tips. Regular ...

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.