When Dave Zoller started his YouTube channel, barely anyone watched. Now it generates more client leads for his firm than it ...

Financial advisors can’t make resolutions for you, but they can suggest them. Here is what four advisors recommend.

Start with your employer. Some companies offer financial wellness programs that may include one-on-one counseling. Others ...

Just as investors diversify across stocks, bonds and real estate to reduce volatility, tax diversification spreads exposure ...

Liz Weston, Certified Financial Planner, is a personal finance columnist for NerdWallet. Questions may be sent to her at 3940 ...

Discover why financial advisors are becoming independent RIAs: autonomy, financial rewards, client focus, flexibility, and ...

Before starting the search process for a new adviser, document the things that your adviser does well and the areas where they could improve. “By having that list ready you will be able to assess ...

Have an issue with your financial planner or looking for a new one? Email questions or concerns to [email protected].

If you don’t feel like you are in great financial shape, hiring a financial advisor may not seem like something you should do ...

The National Foundation for Credit Counseling at www.nfcc.org primarily helps people pay off credit card debt, but its member ...

In a recent episode of Weathering Parenthood, host Lauren Olesky speaks with financial advisor Danielle Barak about the ...

While his guidance has helped millions get out of debt, not everything he says gets a thumbs-up from financial advisors.