Financial Advisors
Are you looking to reach your investing goals? Bankrate has you covered with all the necessary tools to make sure you're on the right track. Whether it's saving for your dream home or planning for a comfortable retirement, a financial advisor could be a valuable asset on your financial journey.
Financial Advisor Basics
Editor's Picks
Latest Articles
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15 part-time jobs for retirees
You can earn extra money and still enjoy retirement. Check out the possibilities.
5 min read Dec 06, 2024 -
5 biggest financial regrets and lessons from baby boomers
Baby boomers’ biggest financial regrets offer lessons for younger generations.
6 min read Nov 12, 2024 -
Do I need a financial advisor? When to consider getting one
Not everyone’s financial situation calls for the extra help, but there are some instances where you might need one.
4 min read Oct 24, 2024 -
What is a robo-advisor?
A robo-advisor is a fancy term for an advisor that automates the process of financial planning.
6 min read Oct 09, 2024 -
How to get rich: 7 steps you can take to become wealthy
Here are seven things you can do to get rich and what to watch for along the way.
4 min read Oct 02, 2024 -
3 simple rules to retire as a millionaire
If you want to retire a millionaire, the first thing to know is that it’s simple but not easy.
7 min read Oct 01, 2024 -
What is a financial counselor?
Be aware of uncertified counselors who may just be pushy salespeople in disguise.
2 min read Sep 30, 2024 -
How to avoid going broke in retirement
Here are six basic strategies to make sure your money lasts as long as you do.
4 min read Sep 26, 2024 -
7 ways to make extra income in retirement
While Social Security is a great starting point, you’re going to want diversified streams of income.
6 min read Sep 23, 2024 -
8 ways to invest like a millionaire
Interested in becoming a millionaire? These tips of the wealthy can help you get there.
6 min read Sep 20, 2024 -
Fiduciary vs. financial advisor: How these types of advisors compare
Here are the differences between a fiduciary and a financial advisor
4 min read Sep 09, 2024 -
What are assets under management (AUM)?
AUM: What it means for your investments and fees
2 min read Aug 30, 2024 -
What is a financial coach and what do they do?
Here’s how a financial coach can help you achieve your money goals.
3 min read Aug 28, 2024 -
How to avoid financial advisor scams
Signs of a financial advisor scam and how to avoid them.
4 min read Aug 28, 2024 -
What is financial planning? Learn how to get started.
If it involves finances, there’s a way to plan for it and optimize the outcome.
8 min read Aug 28, 2024 -
5 important questions to ask your financial advisor
In many cases, so-called advisors are really just salespeople in disguise.
5 min read Aug 27, 2024 -
5 types of financial advisors
A good advisor can get you to stick to your long-term plan when things get rough.
5 min read Aug 23, 2024 -
Financial advisor vs. financial planner: What is the difference?
Find the right type of financial help for your needs.
3 min read Aug 06, 2024 -
How to build a family financial plan
Here’s how to create a family financial plan and what to watch out for.
7 min read Jun 03, 2024 -
The Great Wealth Transfer: What it means for your money
Here’s how the Great Wealth Transfer may shake up your finances and how to prosper.
4 min read May 16, 2024
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Helpful Links
- Ratings methodology for best financial advisors
- What is a financial advisor?
- Cost of a financial advisor
- Questions to ask a financial advisor
- When to change financial advisors
- Robo-advisors vs financial advisors
- Fiduciary vs financial advisor
- What is a fiduciary?
- What is a certified financial planner (CFP)?
- What is an investment advisor?
- What is a wealth management?
- What is estate planning?
- What is risk tolerance?
- Are robo-advisors worth it?
- Best robo-advisors
- Best online brokers for beginners
- Best online brokers for stocks
- Best online brokers for day trading
- Best online brokers for mutual funds
- Best brokers for options trading
- Best online brokers for ETFs
- Best investment apps
- Best brokerage bonuses
- Investment calculator
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