Rae Hartley Beck first started writing about personal finance in 2011 with a regular column in her college newspaper as a staff writer. Since then she has become a leader in the Financial Independence ...

Explore how financial advisors and financial planners differ in scope, credentials and compensation so you can choose the right expert for your needs Written By Written by Staff Money Writer, WSJ | ...

It’s no secret that most Americans are stressed about inflation, and many live paycheck to paycheck, even while earning six-figure salaries. Whether you’re worried about saving for a mortgage down ...

Over time, the financial services industry has blurred the line between the terms financial “advisor” and “planner,” often at the expense of the client's experience. A financial planner can be — ...

Opinions expressed by Entrepreneur contributors are their own. For many, when you start your first job and begin the onboarding process, you’re introduced for the first time to the concept of taxes, ...

A financial planner takes inventory of your finances, then creates a plan to help you reach your goals. Some financial planners also provide investment management. Many, or all, of the products ...

Understand the fundamentals of financial planning, including goal setting, budgeting, investing and risk management to take control of your financial future Written By Written by Staff Senior Editor, ...

Everyone has a financial goal—from saving for retirement to paying the monthly bills on time—but not everyone has a financial plan to get there. So when should you hire a financial planner? Ultimately ...

Financial planning can be the secret to a building a happy life, yet it's too often treated as just that — a secret. Only 21 states require some kind of personal finance curriculum for high school ...

If you want to up your financial literacy game and increase your net worth, turning to a financial advisor or financial planner could be a good move. How are these two types of financial professionals ...

A financial advisor manages a client’s investment portfolio. A financial planner provides more comprehensive financial services. Look for an advisor or planner who is a fiduciary. There may come a ...