Most people think of their bank as a place to deposit and withdraw cash, but it's more than that. Whether investing, building an emergency fund or saving for retirement, your bank plays a key role ...

Nowadays, financial advising isn’t just about knowing the right answers. Given the capabilities of technology, investors are ...

Of the people in my circle of friends, I’m probably the only person who uses a financial advisor. And that’s sort of ironic, because I’m also the only one whose job is to write about personal finance ...

If you need a personal advisor, should you choose J.P. Morgan vs. Vanguard? Here's all you need to know about each to help ...

Just what’s going on with the economy? Look at it from one angle, and everything appears hunky-dory. The unemployment rate is ...

Some older clients don’t want to retire to the Sunbelt. In fact, they’d prefer not to move at all, thank you very much. Though staying put may sound easier than relocating, many advisors say that ...

I’ve been using a financial advisor since about my mid-30s. And frankly, I probably should’ve gotten myself one sooner. To be ...

The right advisor adds value by providing education, strategic planning, emotional support—money is always ...

I bought two houses for $35,000 each — but when the price is that low, finding a home equity loan or HELOC for renovations is ...

Akshat Shrivastava believes India’s tax policy is discouraging investment. The financial advisor argues that excessive taxation on capital gains penalizes individuals, who take investment risks ...

One date that you should probably have set every single year is your meeting with your financial advisor. Do you have a question or a concern regarding your personal finances? Don’t put it off ...

it's difficult to categorize annuities in a personal finance curriculum due to their complexity. Do they go under investments? Budgeting? Retirement? Couple that with the fact that "there's no ...