To help you in your decision-making process, here are some questions to consider when interviewing and comparing different ...

founder and CEO of Leverage Planning, to discuss the ways people can significantly change their financial situation within a short period of time. Read below for their advice. “Learning a valuable ...

Wealth managers and financial planners love acronyms. From HENRYs (high earners, not rich yet) to DINKs (dual income, no kids ...

But how much money is enough — and how much is too much? Here’s what financial planning experts, Barbara O’Neill and Adam Puff, told us. “You should have six months of expenses in your checking ...

Harmon Kong wrote a book about wealth that doesn't include any financial jargon. He argues discussions between parents and ...

Financial empowerment is a journey, not a destination. Each step you take builds confidence, knowledge, and security.

High net worth individuals often need financial advisors because as their wealth grows, managing all of that can be very ...

Advisors who have volunteered their time and expertise said they have reaped the rewards along with those they have served.

Erin Wood of Carson Group discusses the organization’s recent push to provide financial planning resources across plan and ...

Most millionaires don't feel rich. Instead, they have smart goals, discipline and a little help along the way.

See how we rate products and services to help you make smart decisions with your money. Financial planners are financial experts who take your whole financial life into consideration when ...

An inheritance can be life-changing — if you handle it wisely. Here's how you can avoid these 4 common inheritance pitfalls.