For money-minded consumers who need advanced financial planning services, a chartered financial consultant (ChFC) could be a great place to start. While ChFC may be less well known than the certified ...

Financial advisors with some experience in their field often pursue the ChFC to broaden and deepen their practice, as the coursework touches on many modern financial planning topics. According to The ...

Understand the role of financial consultants, their services and how they compare to financial advisors Staff Personal Finance Editor, Buy Side Valerie Morris is a staff editor at Buy Side and a ...

Jesse Neugarten is a research associate of the Wharton School. He has 2+ years of experience as an investment analyst. Anthony Battle is a CERTIFIED FINANCIAL PLANNER™ professional. He earned the ...

In the 1999 comedy classic "Office Space," two management consultants, Bob Slydell and Bob Porter, are hired to make a company, Initech, run more efficiently, mainly by reducing employee head count.

Key Takeaways A comprehensive financial plan provides a clear roadmap to achieve personal financial goals. Regularly ...

If there ever was a time that Americans needed the services of financial advisors, it is now. Half of Americans don't feel ready for retirement or prepared for unexpected expenses, according to a ...

Explore the benefits of working with a financial advisor, identify key life stages when professional advice is valuable and learn how to select the right advisor for your needs Staff Personal Finance ...

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 ...