Picking the right financial planner is incredibly important. You're selecting the person who will be in charge of your money and who (you hope) will make that money grow over the years. Hire the wrong ...

Not only can the field of finance feel obtuse, the wide variety of people who can help you with your money — and the alphabet soup that their titles contain — can seem headache-inducing. According to ...

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. Legacy planning is also known as estate planning, and it is the process of ...

There are several types of planners, with some of the most common including: Time span in planners means two things: when it starts and how long it goes for: Start date: Most planners start in January ...