You can't play an effective doubles game with any old tennis player. Or win a beach volleyball match with a partner you don't trust. In the same way, it's easier and more fun to win the wealth game ...

Learn effective strategies to locate and select a financial advisor in your area Written By Written by Staff Senior Editor, Buy Side Miranda Marquit is a staff senior personal finance editor for Buy ...

This question shows that you're definitely on the right track toward finding a financial advisor who will put your needs first. There's no surefire way of finding the right fit, but there are a few ...

Money isn’t everything, but everything about it matters. When you’re looking for someone to help you manage and grow your money, you want to be sure you trust that person and the firm they work for.

Just a few years ago, I’d never have thought that an entirely virtual financial advisory firm could be possible, let alone beneficial. But the Covid-19 pandemic transformed our industry overnight, ...

This guide decodes the wide variety of certifications and services—along with a checklist of what to ask before you choose Written By Written by Contributor, Buy Side Bernice Napach is a contributor ...

Christian Allred has been a professional writer since 2020. He's written for some of the industry’s top brands and publications, including Rocket Mortgage, PropStream, Propmodo, and CRE Daily.

Financial advisors aren’t only for the very wealthy. People in all sorts of financial situations can benefit from professional financial planning services. Whether you need to come up with a saving ...

How can I find a certified financial planner (CFP) who is not associated with a brokerage house? I want truly independent advice and not steered toward selling me securities. I especially want tax ...

Small business owners are good at wearing lots of hats. You've likely had to be the CEO, marketing director, HR manager, payroll processor and other key roles at some point in your career. No doubt ...

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What will happen to your assets when you die? This may not be a fun question to contemplate, but it is an important one, and one a financial advisor who specializes in estate planning won't let you ...