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Straight talk from the money editor
I truly believe that most people spend more time planning a family vacation, finding a good auto mechanic or buying a sofa than they do on their financial future. And that means finding a trusted financial advisor. The process is no different than finding a doctor or lawyer. Start with trusted family and friends, who are usually willing to give a good reference. Once you have some names (you should interview several advisors), ask about experience, track record, services, investment approach and fees. And don't be afraid to request credentials. Remember, it's your money. If the person you're considering makes you feel like you're wasting his or her time, chances are, you'll be wasting your money. Financial planning involves some of the most important issues in your life, so take the proper time to find an advisor you are comfortable with and one you feel will help you achieve your financial goals. For more cool stuff like this, please follow me on Twitter @jimpavia. |
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Investors trusted Bernie Madoff. Can you trust your advisor?
Many investors are unaware of the professional conduct of the financial advisor they're working with, but there are ways to gauge their trustworthiness. |
The 401(k) follies: The right and wrong ways to save
There are many opportunities for leveraging the power of a 401(k) plan. Financial advisors discussed the smartest ways and dumbest ways with CNBC.com. |
How to plan your estate if you have no children or heirs
Estate planning is difficult enough for people with close family ties and friends. For those without them, here's what advisors suggest. |
Why asset allocation is so important for investors
The initial step in investor asset allocation is determining your required rate of return based on your financial goals, risk tolerance and time horizon. |
The upside of sitting in cash
Happiness means never having to apologize for holding excess cash. Here's why. |
Financial advisors are helping clients with non-financial skills
As the investment advisory industry becomes more client-centric, financial advisors are working in nontraditional ways and tapping nonfinancial skills. |
TAKE OUR POLL: What happens when you buy a bond?
When you buy a bond, are you buying a piece of the issuer? Earning voting rights? Loaning money? |
This new rule will protect your retirement account
The long-awaited regulation that aims to protect your savings will take effect on June 9. Here is what you can expect from your financial advisor. |
Want to be a millionaire? Nowadays it's just not enough
One million dollars isn't some amazing amount of money anymore, says one advisor. In fact, it may not even be enough money for a comfortable retirement. |
Scarier than the living dead
"[In] our current state of affairs — this is an overgeneralization — two versions of the American existence are emerging as separate entities ... " |
 | Sharon Epperson | |  | Josh Brown | |
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