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

What is a financial coach?

Here’s how a financial coach can help you achieve your money goals.

3 min read

What is a financial counselor?

Be aware of uncertified counselors who may just be pushy salespeople in disguise.

2 min read

Do I need a financial advisor?

Not everyone’s financial situation calls for the extra help, but there are some instances where you might need one.

4 min read

Retirement financial advisor?

Here’s what a retirement financial advisor is and how they can help you.

3 min read

Latest Articles

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 Jun 27, 2023
How to build a family financial plan

Here’s how to create a family financial plan and what to watch out for.

6 min read Jun 26, 2023
5 important questions to ask your financial advisor

In many cases, so-called advisors are really just salespeople in disguise.

5 min read Jun 21, 2023
Robo-advisors vs. financial advisors: How to decide which is best for you

The industry has begun to embrace robo-advisors, merging their automation with traditional financial advice.

5 min read Jun 21, 2023
What is a certified financial planner (CFP)?

The CFP certification is one of the most highly sought-after designations for financial professionals. Here’s how they can help you manage your money.

5 min read Jun 20, 2023
How to choose a financial advisor: 6 tips for finding the right one

You’re actually hiring someone to work for you, so treat it like it’s a job interview.

8 min read Jun 14, 2023
What is a fiduciary duty?

Many professions can have a fiduciary duty.

4 min read Jun 12, 2023
What is a fiduciary?

A fiduciary is someone who acts in the best interests of others. In the case of a financial advisor, the National Association of Personal Financial Advisors (NAPFA) specifies that a fiduciary should always [...]

4 min read Jun 12, 2023
What is a financial consultant and what do they do?

These are the key things to know before hiring a financial consultant.

3 min read Jun 01, 2023
What is estate planning?

Estate planning is the process of arranging who will receive your assets when you die.

6 min read Jun 01, 2023
8 ways to invest like a millionaire

Interested in becoming a millionaire? These tips of the wealthy can help you get there.

4 min read Dec 16, 2022
Planning to retire in 2023? Do these 7 things now

It’s vital to be fully prepared before you retire, and even make some room in your plans for the unexpected.

6 min read Dec 15, 2022
Sudden wealth syndrome: What it is and how to avoid it

With proper planning and the right approach, it’s possible to avoid sudden wealth syndrome.

3 min read Aug 18, 2022