In a recent LinkedIn poll by chartered financial analyst Sara Grillo, 39% of 221 respondents felt the best time for clients to bring in documents is after the first meeting with a financial advisor.

You don’t need to be a millionaire to start a financial plan. You don’t even have to know where you’re headed — at least at first.

Finding your personalized financial strategy starts with your definition of a richer, more intentional lifestyle Living ...

Getting married changes a couple's life in more ways than one, so it's a good idea to discuss financial and legal issues like ...

Having a financial plan in place during your lifetime is an important step in achieving peace of mind. But what would happen to your finances if you were to die suddenly, or if you were no longer able ...

Editorial Note: We earn a commission from partner links on Forbes Advisor. Commissions do not affect our editors' opinions or evaluations. When you think about the role of a financial advisor, you ...

At its core, business succession planning can be boiled down to two decision-making categories: the expected and the unexpected. In transition planning, the business owner decides how they will exit, ...

E. Napoletano is a former registered financial advisor and award-winning author and journalist. Ben is the former Retirement and Investing Editor for Forbes Advisor. With two decades of business and ...