Small business owners who work with a financial professional expect to retire seven years earlier, according to an Equitable and SCORE study. Behind any good small business retirement plan health is ...

If you run a small business, there’s already a lot on your plate. You’re in charge of managing employees, overseeing marketing campaigns and delivering services to your customers. But who keeps an eye ...

Learn how independent financial advisors operate.

A good advisor works to stay informed on the latest economic trends, market demographic changes and new strategies for growing their clients' investments. But it can be difficult to stay ahead of the ...

Compare how advisors and accountants differ in services, credentials and fees so you can choose the right expert for your financial needs Written By Written by Staff Money Writer, WSJ | Buy Side Molly ...

You may need a financial advisor if you're facing big life changes, have no financial goals, have complex job pay, high tax bills, no time for finances, and more. Many, or all, of the products ...

“Make hay while the sun shines”: The old expression refers to taking advantage of favorable conditions to prosper. And with markets poised for a third year of strong gains, it applies very well to ...

Master techniques for advisors to address financial constraints with clients, covering risk management, tax, and regulatory ...

Personal financial coach Kelley Long, CPA/PFS, recently worked with a client to come up with a three-month plan for paying off credit card debt. As the meeting wrapped up, the rapport that Long had ...