An independent financial advisor is a professional who offers personalized financial guidance without being tied to a specific financial institution or product provider. This independence can allow ...

These recent trends show that many banking consumers are managing their financial needs online and rarely, if ever, visiting a local branch. With so much available to you within your bank’s app or on ...

Explore the benefits of working with a financial advisor, identify key life stages when professional advice is valuable and learn how to select the right advisor for your needs Written By Written by ...

Working with a wealth advisor is one of many ways to ensure that you maintain a sound financial strategy. By outsourcing wealth management for a small fee, you can reap the benefits of financial ...

Discover the advantages of fee-based and fee-only advisory models for transparent, predictable financial planning and how they benefit clients and advisors alike.

Explore the different categories of financial advisors—from RIAs to robo advisors—to determine which expert aligns with your financial planning needs Written By Written by Staff Money Writer, WSJ | ...

My husband began drawing his Social Security at age 62. He is 68 now (born in 1955), while I am 62 (born 1961). If I begin to draw my Social Security now it will be reduced, of course. Can I collect ...

I suggest waiting in most cases, but that doesn't mean it’s always the best approach. Depending on your situation, risk tolerance and goals, your wife may want to file for Social Security now. However ...

Do I need a financial advisor or should I do it myself? In most cases, if you don't have the time, desire, and/or expertise required to give your life savings enough attention, a financial advisor is ...