We analyzed everything from estate planning to retirement income options at some of the larger registered investment advisor firms to help retirees select a firm that could best connect them with a fi ...

Learn about its tax-first approach and financial planning process.

Understand what a 1% advisory fee offers, how it compares to DIY investing or robo advisors and when it might be justified ...

Choosing a financial advisor is a big decision. You may be trusting them with your money, your peace of mind, and your ...

The benefits and risks of flying solo.

Financial advisors explain how retirees can live on a $1,700 Social Security check by budgeting ahead, cutting fixed bills, ...

Laurie Sepulveda is a MarketWatch Guides team senior writer who specializes in writing about insurance, investing, personal loans, home equity loans, mortgages and banking. She lives in North Carolina ...

Some people approach finances with vague intentions rather than concrete plans. They hope things will work out and assume they’re on track. But hope isn't a strategy.

Financial advisors steer clients to causes and gatherings that match their interests—and in the process strengthen their own ...

For women in their mid-years, divorce can provide a first taste of pure unbridled financial freedom, once the process is complete. Choosing to collaborate with the right advisor can help determine if ...

Discover why financial advisors offer life insurance as part of financial planning, benefiting clients by integrating insurance and wealth protection strategies.