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A financial planner can help you feel more confident in retirement. Dennis Friedman is not pictured.

A man who left work 10 years ago says a single meeting with a financial planner made retirement ‘so much better’

The retiree said meeting with a fee-only financial planner quelled one of his biggest fears: that he's going to run out of money in retirement.

I’m a financial planner, and I have a simple guideline to figure out who needs disability insurance

If you have a job earning income, then you probably need some amount of disability insurance to protect your ability to generate positive cash flow.
Jeff Rose.

I’m a financial adviser with $2.5 million of life insurance, and every cent of it is the same kind for a reason

Because of the amount of coverage I need, and what it would cost for an equivalent amount of whole life insurance, term is the right choice for me.
The author is not pictured.

I’m a financial planner, and I have 5 tips to get the most from any financial adviser you hire

Hiring a financial planner isn't cheap, so you need to understand how to get the best return possible from that relationship.
Brent Sutherland.

3 reasons to invest in real estate, according to a financial planner who owns 10 rental properties

Brent Sutherland, CFP, says real estate can diversify your income, produce near-immediate results, and help you become financially independent sooner.

The 5 biggest red flags a financial planner isn’t working in your best interest

Most financial advisers fall under the suitability standard, and that's bad news if you want someone working in your best interest.
A financial adviser helps clients develop good money habits.

8 smart things people with financial advisers do with their money that give them a leg up

People who work with a financial adviser are more likely to report happiness, confidence, and stability in their financial and personal lives.
Lauren Anastasio, a certified financial planner at SoFi, a personal-finance company.

A financial planner says there’s a ‘huge opportunity’ to build wealth during a recession, but there’s still one reason to cons...

The stock market is not the best place to keep money for short-term goals if you're worried about a recession, says Lauren Anastasio, a CFP at SoFi.
Crush the expensive debt, save for the future, and then tackle the "good debt."

A financial planner says the 3-step ‘debt fireball’ is the best way to balance paying off debt and saving money

If you have debt, focus on paying off the highest interest rate balances first, then funnel money into your savings goals, says Lauren Anastasio, CFP.
A recession could be a big opportunity for first-time investors.

A financial planner says there’s a ‘huge opportunity’ for new investors to make money during a recession, as long as they’re p...

A recession is a good time to invest in the stock market, especially if you have decades to go before you need the money in retirement.