Before you hire a financial planner, you need to make sure they're a good fit for your long-term goals. Asking these ...

We analyzed everything from advisor credentials to fees to portfolio options at some of the larger and more well-known ...

There are upsides to both, but the choice may come down to your starting deposit ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Ebony Howard is a certified public accountant and a QuickBooks ProAdvisor tax expert. She ...

CNBC Select spotlights some picks for AI-powered finance apps, what they can do, and when you still need a human financial planner.

As a certified financial planner and someone who edits personal finance content for a living, I’ve seen firsthand how the rise of financial content on social media has transformed how we learn about ...

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 ...

Misconceptions about cost are keeping millions who need it most from seeking financial advice.

Wealth Enhancement reports on AI personal finance assistants like ChatGPT, Gemini, Copilot, and Claude, highlighting their strengths and ideal uses.

Strategic financial planning can help high-net-worth individuals address unique challenges such as market volatility, tax optimization and wealth preservation ...

Experienced CPA financial planners share best practices to help you establish yourself as a trusted adviser and ensure a successful and productive engagement. Tax time provides an excellent ...

Certifications are not just decorative letters after someone’s name. They represent rigorous coursework, real-world experience, and signal a commitment to ethical standards. They also reveal where the ...