Financial Advisors
Are you looking to reach your investing goals? Bankrate has you covered with all the necessary tools to make sure you're on the right track. Whether it's saving for your dream home or planning for a comfortable retirement, a financial advisor could be a valuable asset on your financial journey.
Financial Advisor Basics
Editor's Picks
Latest Articles
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Nearly one-third of American adults now trust social media for financial advice: Why that’s a terrible idea
While social media may be a popular way to access low-cost financial advice, it’s an awful resource for a number of reasons.
4 min read Mar 13, 2025 -
7 mindset shifts that can make you a millionaire
Here are seven key mindset shifts that you can make to help you become a millionaire
5 min read Mar 11, 2025 -
4 ways a financial advisor can help you save for your child’s college fund
Saving for your child’s education? Learn how a financial advisor can help.
4 min read Mar 10, 2025 -
Planning to retire in 10 years? Do these 6 things first
Start taking steps today, and watch your retirement dreams turn into a reality.
5 min read Mar 05, 2025 -
Make these 5 moves to maximize your 401(k) plan in 2025
Resolve to act now on your retirement, even if your contributions are small at first.
6 min read Feb 28, 2025 -
What is wealth management and do you need it?
Whether you’re climbing the corporate ladder or looking to preserve a vast fortune for your heirs, this guide can get you started with wealth management.
5 min read Feb 28, 2025 -
Pros and cons of hiring a financial advisor
Here are the pros and cons of hiring a financial advisor, according to experts.
7 min read Feb 25, 2025 -
Best financial planning software of 2025
These are some of the best financial planning software options available.
7 min read Feb 24, 2025 -
Ask the experts: I just started a new a job with a great 401(k) plan. Would a reverse rollover from my IRA make sense?
A reverse rollover is when you transfer funds from an IRA into a 401(k).
6 min read Feb 21, 2025 -
Fee-only financial planners vs. fee-based
There are major differences between fee-only and fee-based financial planners.
3 min read Feb 19, 2025 -
How much does a financial advisor cost?
Financial advisor fees vary depending on service and fee structures.
6 min read Feb 19, 2025 -
Ask the experts: I made a small fortune on Bitcoin. What should I do to diversify my portfolio?
Bitcoin made you a fortune, but keeping that wealth requires some smart moves.
9 min read Feb 18, 2025 -
6 steps to a million-dollar investment portfolio
Here’s how to unlock the path to a $1 million portfolio.
7 min read Feb 12, 2025 -
Worried about a market bubble? Here are 4 tips to protect your portfolio now and in the future
Think there’s a market bubble? These tips could protect your investments.
3 min read Feb 12, 2025 -
Robo-advisors vs. financial advisors: How to decide which is best for you
The industry has begun to embrace robo-advisors, merging their automation with traditional financial advice.
7 min read Feb 11, 2025 -
Do I need a financial advisor for Social Security?
Here’s how an advisor can help you make smart choices with Social Security.
4 min read Feb 11, 2025 -
6 things every beginning crypto investor should know
Start small, diversify your portfolio and never invest more than you can afford to lose.
7 min read Feb 06, 2025 -
6 Medicare mistakes to avoid if you’re working past age 65
Working past age 65? Don’t ignore Medicare.
8 min read Feb 04, 2025 -
CFA vs. CFP: Which one is right for you?
Here are some of the main differences between a CFA and CFP.
3 min read Feb 04, 2025 -
What is a certified financial planner (CFP)?
The CFP certification is one of the most highly sought-after designations for financial professionals. Here’s how they can help you manage your money.
7 min read Jan 21, 2025
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