If you're struggling to manage your money, you might benefit from a financial advisor. Here's more about what a financial advisor is, what they do and how to know if you need one. Many, or all, of the products featured on this page are from our advertising partners who compensate us...
An advisor with the CFP® designation has completed the minimum education requirement, holds at least a bachelor's degree, and passed the CFP exam.1 The CFP exam is a comprehensive exam that tests the applicant's understanding of financial planning topics. The exam is administered over the ...
The degree to which you’ll benefit from an advisor’s guidance depends on the complexity of your situation. If you own a company, have multiple income sources, invest in several portfolios (including company 401(k)s), actively seek tax savings with a CPA and estate planner, then you are ...
Typically, aspiring financial therapists start with a degree in either finance, psychology or a related field. A background infinancial planning, social work or counseling is essential, as financial therapists need to understand both the technical aspects of financial management and the emotional and ...
Economics and finance are interrelated, informing and influencing each other. Investors care about economic data because they also influence the markets to a great degree. Investors should avoid “either/or” arguments regarding economics and finance. Both are important and have valid applications. ...
Those who are looking to enter the world of finance and banking can take a similar educational path to those who end up being financial planners. A degree in financial planning could be the right choice for a career that includes offering financial advice and working with clients. ...
What Is a Professional Degree? Related Articles Discussion Comments BySarahGen— On Oct 29, 2014 It sounds like this position combines two jobs together. In some organizations, there are people who analyze financial information and then there are people who report them and advise about them. ...
Fitzpatrick holds a master’s degree in economics and international relations from Johns Hopkins University and a bachelor’s degree from Boston College. He's also afive-time Jeopardy champion! Passionate about economics and insurance, he aims to promote transparency in financial topics and empower ...
Annuities provide a degree of financial security, but an older retiree in poor health might derive greater benefit from a lump-sum payment. Securing an upfront payment often guarantees anassetto pass on to yourheirs. An upfront payment might enable you tobuy a houseor other large purchase that...
He got his undergraduate degree from Duke University, a master’s in philosophy from the University of Notre Dame, and his law degree from Harvard Law School. He also served as a law clerk to Justice Antonin Scalia. If confirmed by the Senate, Sauer would represent the United States in ...