In light of social and political uncertainties, it's crucial that LGBTQ+ individuals review their estate plans, manage cash ...

For alternatives, check out CNBC Select's ranking of the best budgeting apps. The terms "financial advisor" and "financial planner" are often used interchangeably in the personal finance world.

1. Review of loan conditions and terms: Most applicants who seek a personal loan fail to read the fine print. A financial advisor explains the terms of repayment and interest rates, among other ...

Dock David Treece is a former licensed investment advisor and member of the FINRA Small Firm Advisory Board. His focus is on breaking down complex financial topics so readers can make informed ...

Finding a financial advisor doesn't have to be hard ... To make this easier, consider spreading out the extra payment by adding a fraction of it to your regular monthly payment.

Finding a financial advisor doesn't have to be hard ... especially when the time horizon is far out. I encourage clients to understand that nothing is set in stone and to remain flexible, which ...

SALT LAKE CITY — Almost half of Americans are cashing out their 401(k) plans when changing jobs. A financial planner KSL-TV talked to said that's the last thing you should do, no matter how ...

As a financial planner, the new year always brings me questions ... which means you may be able to get some wear out of your new clothes. Look for discounted coats, boots, gloves, hats and scarves ...

There are at least 100 financial designations ... credibility to the planner. When you see some initials after someone's name, look up that designation on the Web. Find out how difficult it ...

The best financial planning software allows you to track, analyze, project and play out what-if scenarios to chart a course of action to achieve your goals. The providers on this list were chosen ...

If you’ve built up a nest egg but don’t know if it’s enough to maintain your lifestyle through retirement, choose a planner with experience projecting out long-term financial plans and ...