This article discusses ten essential questions to help you evaluate a potential advisor’s qualifications, integrity, and fit ...

The world of financial advice can feel like alphabet soup: CFP, RIA, CPA, fiduciary, broker, fee-based, fee-only; it’s enough ...

Need help working with your financial adviser or considering hiring a new one? Email questions to [email protected].

When you think about all of the different ways Social Security can benefit your life, like additional income during retirement, disabilities, and spousal and survivor benefits, it’s important to know ...

Make sure the advisor understands your financial goals. Ask what the advisor charges and what you'll get in return. Be prepared to round up documents including recent pay stubs, retirement plan ...

Many advisors overlook held-away workplace retirement accounts, unaware that a rollover isn't a prerequisite for professional ...

In a world where every dollar counts, knowing exactly where your money goes is essential. You trust a financial advisor to ...

When I first started interviewing financial advisors to work with, there were different questions I asked each candidate. One ...

With the technology landscape changing frequently, we asked advisors about the AI tools they're using today and what they're ...

“If you’re freaking out about the market, take a step back and remember: We built your portfolio knowing this could happen,” ...

Ask about their payment structure and credentials, including whether or not they are a fiduciary. There’s a lot to consider when finding a financial advisor, but here are a few resources and ...

Advisor matching services can connect you with an advisor for free. They're helpful if you're trying to find an in-person or virtual financial advisor. Many, or all, of the products featured on ...