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4 mins read
A trust fund gives you control over your money after you're gone, and it's not just for the super rich
Disclosure: This post is brought to you by the Personal Finance Insider team. We occasionally highl…
Tanza Loudenback
2 mins read
Here's what a financial coach does, and why they may be the best option for those looking to manage their own money
Not all financial professionals do the same things. Financial Coach Katie Oelker shares the differe…
Katie Oelker
4 mins read
6 things a financial planner can do so you don't have to
Disclosure: This post is brought to you by the Personal Finance Insider team. We occasionally highl…
Tanza Loudenback
4 mins read
5 ways financial planners can help freelancers and creatives build wealth
Disclosure: This post is brought to you by the Personal Finance Insider team. We occasionally highl…
Jackie Lam
5 mins read
I spent $3,000 on a financial planner, but a lesson I learned from her has already returned that money many times over
Disclosure: This post is brought to you by the Personal Finance Insider team. We occasionally highl…
Laura McCamy,Laura McCamy
4 mins read
7 books, podcasts, and apps financial planners always recommend to their clients
Disclosure: This post is brought to you by the Personal Finance Insider team. We occasionally highl…
Ashley Abramson,Ashley Abrams…
3 mins read
I started working with a financial planner this year and I've already saved and invested more than I ever had before
Working with a financial planner helped me grow my emergency fund, expand my investment portfolio, …
Bria Overs
5 mins read
4 smart ways to use a stimulus check to set yourself up to build wealth
Disclosure: This post is brought to you by the Personal Finance Insider team. We occasionally highl…
Liz Knueven
5 mins read
I swear by 4 strategies to manage my money, no financial planner required
Personal Finance Insider offers tools and calculators to help you make smart decisions with your mo…
Caroline Lupini
5 mins read
Not working with a financial planner? You're missing out on 4 major benefits
Disclosure: This post is brought to you by the Personal Finance Insider team. We occasionally highl…
Holly Johnson
4 mins read
We asked financial planners for their favorite high-yield savings account, and almost everyone said the same thing
Disclosure: This post is brought to you by the Personal Finance Insider team. We occasionally highl…
Tanza Loudenback
5 mins read
Here's how a trust fund works to shelter your assets, distribute income, and manage taxes during and after your lifetime
Disclosure: This post is brought to you by the Personal Finance Insider team. We occasionally highl…
Tanza Loudenback
5 mins read
Do these 7 simple things with your money while you're stuck at home to set yourself up for a better financial future
Disclosure: This post is brought to you by the Personal Finance Insider team. We occasionally highl…
Cheryl Lock
4 mins read
How to choose a financial planner who has your best interests in mind
Disclosure: This post is brought to you by the Personal Finance Insider team. We occasionally highl…
Eric Rosenberg
4 mins read
How much money you need to retire at 35 and live on investment income alone until 90
The amount of a person's Social Security benefit is equal to an average of monthly wages for their …
Tanza Loudenback
6 mins read
A CFP is an advisor armed with extensive education and ethical standards to help you manage your money
CFPs are highly knowledgeable and experienced financial professionals who advise individual clients…
Robin Kavanagh
5 mins read
6 signs you probably need a financial adviser, even if you think you don't
Disclosure: This post is brought to you by the Personal Finance Insider team. We occasionally highl…
Holly Johnson
7 mins read
I'm a financial planner, and I have 5 tips to get the most from any financial adviser you hire
Disclosure: This post is brought to you by the Personal Finance Insider team. We occasionally highl…
Eric Roberge
5 mins read
How much money you need to retire at 55 and live on investment income alone until 90
To run the simulation for a hypothetical retiree, Fry had to make assumptions about the retiree's i…
Tanza Loudenback
4 mins read
How much money you need to retire at 45 and live on investment income alone until 90
The amount of a person's Social Security benefit is equal to an average of monthly wages for their …