If you’re nearing retirement with a $2 million portfolio, you’re clearly ahead of the curve. Not only do you have way more ...

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The certified financial planner (CFP) certification is one of the most highly sought-after designations for financial professionals and can add a lot of value to their careers. The CFP certification ...

For lots of folks, having a professional financial planner in their corner is considered mandatory when it comes to retirement planning. But not everyone thinks about it until it’s too late. “Our ...

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Discover five of the top financial advisor companies for retirees.

Take a Financial Relief Quiz. Get matched with an Authorized Partner. Whether you inherited a large lump sum, landed your dream job with a significant pay bump or are getting married or divorced, you ...

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 | ...

Many people think that a financial adviser and financial planner are the same thing, and speak of them as such — and indeed both do help individuals manage their money in the broadest sense. That said ...