Explore how financial advisors and financial planners differ.

Laurie Sepulveda is a MarketWatch Guides team senior writer who specializes in writing about insurance, investing, personal loans, home equity loans, mortgages and banking. She lives in North Carolina ...

Understand the role of financial consultants, their services and how they compare to financial advisors Written By Written by Staff Senior Editor, Buy Side Miranda Marquit is a staff senior personal ...

You may know what it means to be mentally well—being able to manage your emotions and stress in a way that is positive and in your best interest. And you may know what it means to be physically ...

A financial coach is an advisor who can help you with budgeting and saving, but likely can't help you with investment decisions. Many, or all, of the products featured on this page are from our ...

The pandemic has inspired many of us to reassess our overall wellness and prioritize self care. But there’s a component of the wellness trifecta that is commonly overlooked: financial wellness.

A financial planner takes inventory of your finances, then creates a plan to help you reach your goals. Some financial planners also provide investment management. Many, or all, of the products ...

Jordan Tarver has spent seven years covering mortgage, personal loan and business loan content for leading financial publications such as Forbes Advisor. He blends knowledge from his bachelor's degree ...

Financial psychology is the study of why we do what we do with our money. It is a broad field that encompasses the cognitive, social, emotional, and cultural factors that come into play when people ...

If you’re hunting for a financial adviser, you’ve probably considered that you want someone who will work in your best interest — and not be too swayed by the interests of their employer. Indeed, most ...

To some, financial freedom is tied to a certain event or action: 29% said financial freedom meant owning a home and 28% said it was about being able to go on vacation when you wanted. Regardless of ...

The Mint app has shut down as of Jan. 1, 2024. For alternatives, check out CNBC Select's ranking of the best budgeting apps. Money management can be stressful, especially if you've been trying to ...