As part of your due diligence, conduct a thorough background check before choosing a financial advisor to manage your investments, retirement or estate planning. After all, you don't want to hand over ...

Financial planning offers countless opportunities to improve lives and strengthen communities, making it a true helping profession. Photo Credit: (c) AndreyPopov / iStock via Getty Images Plus ...

The integration of artificial intelligence into estate and financial planning practices is rapidly evolving. AI-powered background and other fact checks can transform two critical estate-planning ...

This story is paid for by an advertiser. Members of the editorial and news staff of the USA TODAY Network were not involved in the creation of this content. shapecharge, Getty Images Do you have a ...

Understand the fundamentals of financial planning, including goal setting, budgeting, investing and risk management to take control of your financial future Written By Written by Staff Senior Editor, ...

Learn what it means to work with a CFP, the standards they’re held to and whether it’s worth hiring a financial advisor with this certification Written By Written by Staff Money Writer, WSJ | Buy Side ...

When people work with a fitness trainer, they expect a workout tailored to their abilities and goals. Similarly, when they work with an architect to design a new home, they expect the plans to reflect ...

From nimble startups to established, multigenerational enterprises, I’ve had the privilege of financially guiding a diverse array of businesses. Across all these experiences, one pattern stands out: ...

(StatePoint) As a financial advisor, you can help people reach their goals and navigate the financial ins and outs of major life moments.