CNBC Select spotlights some picks for AI-powered finance apps, what they can do, and when you still need a human financial ...

It might surprise people that my husband and I pay a financial planner, given that I spend a lot of time on financial, tax, and investment planning at work. However, hiring a planner has delivered a ...

A portfolio with fewer moving parts is easier to oversee and simpler to document in case your loved ones or a financial ...

Those who concentrate solely on the numbers often arrive at retirement financially prepared, yet unsure how to fully enjoy ...

A terminal diagnosis dramatically changes financial planning needs. Learn why speaking to your financial adviser early is ...

You cannot structure real financial goals until you answer one question: “What future life am I actually trying to create?” ...

This happens a lot with 401 (k) rollovers. While cashing out your account might seem like the quickest and easiest option, it ...

Financial advisors typically focus on investment management, while financial planners help create a roadmap for your finances Written By Written by Staff Money Writer, WSJ | Buy Side Molly Grace is a ...

This Redditor was surprisingly approached by someone knocking on their door offering financial advice. There is a major difference between a financial advisor and a financial planner. The biggest ...

Inheriting money can be overwhelming. A financial expert explains when to wait, how to plan, and smart first steps to protect ...

Certified financial planner Laura Radcliff will present "Rules of the Road for Smart Investing" at 10 a.m. Feb. 4 in the ...