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 ...

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 ...

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.

Jordan Tarver has spent seven years covering mortgage, personal loan and business loan content for leading financial publications such as Forbes Advisor ... free or figuring out how to save ...

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 ...

Estate planning: For those who wish to leave a legacy, financial advisors can assist in figuring out a strategy to transfer your wealth to the next generation, whether that’s family, friends or ...

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 ...

There are a few ways to go about finding a financial planner. You might want to start by finding out if your employer offers financial planning services as an employee benefit. This could be a ...

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 ...

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 ...