So, there’s not necessarily a bright line. If you’re seeking a financial planner: Ask prospective planners about their areas of special expertise, and the demographic groups they typically serve.

Welcome back to "Ask an Advisor," the advice column where real financial professionals answer questions from real people. The topic can be anything in the world of finance, from retirement to ...

“These questions can address your short- and long-term financial goals, such as funding education, buying a home and affording retirement,” Yen said. “A good advisor should also ask about ...

Welcome back to "Ask an Advisor," the advice column where real financial professionals answer questions from real people. The topic can be anything in the world of finance, from retirement to ...

In this installment of "Ask the Hammer," a reader asks: Do I really need a financial plan? The answer is an unequivocal "yes" — everyone needs one! Aimlessly roaming around the planet with your ...

Answer: Within the realm of financial planning, annuities are a controversial topic, and there is some validity to both pro and con arguments. But before looking specifically at the question of ...

Choosing the right financial advisor is crucial for your financial future. Arm yourself with the top questions to ask a financial advisor before making any decisions. There’s more to picking a ...