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

Do I need a financial advisor?

Not everyone’s financial situation calls for the extra help, but there are some instances where you might need one.

4 min read

What is a robo-advisor?

A robo-advisor is a fancy term for an advisor that automates the process of financial planning.

6 min read

What is a financial counselor?

Be aware of uncertified counselors who may just be pushy salespeople in disguise.

2 min read

Fiduciary vs. Financial Advisor

Here are the differences between a fiduciary and a financial advisor

4 min read

Latest Articles

5 biggest financial regrets and lessons from baby boomers

Baby boomers’ biggest financial regrets offer lessons for younger generations.

6 min read Nov 12, 2024
Do I need a financial advisor? When to consider getting one

Not everyone’s financial situation calls for the extra help, but there are some instances where you might need one.

4 min read Oct 24, 2024
What is a robo-advisor?

A robo-advisor is a fancy term for an advisor that automates the process of financial planning.

6 min read Oct 09, 2024
How to get rich: 7 steps you can take to become wealthy

Here are seven things you can do to get rich and what to watch for along the way.

4 min read Oct 02, 2024
3 simple rules to retire as a millionaire

If you want to retire a millionaire, the first thing to know is that it’s simple but not easy.

7 min read Oct 01, 2024
What is a financial counselor?

Be aware of uncertified counselors who may just be pushy salespeople in disguise.

2 min read Sep 30, 2024
How to avoid going broke in retirement

Here are six basic strategies to make sure your money lasts as long as you do.

4 min read Sep 26, 2024
7 ways to make extra income in retirement

While Social Security is a great starting point, you’re going to want diversified streams of income.

6 min read Sep 23, 2024
8 ways to invest like a millionaire

Interested in becoming a millionaire? These tips of the wealthy can help you get there.

6 min read Sep 20, 2024
Fiduciary vs. financial advisor: How these types of advisors compare

Here are the differences between a fiduciary and a financial advisor

4 min read Sep 09, 2024
What are assets under management (AUM)?

AUM: What it means for your investments and fees

2 min read Aug 30, 2024
What is a financial coach and what do they do?

Here’s how a financial coach can help you achieve your money goals.

3 min read Aug 28, 2024
How to avoid financial advisor scams

Signs of a financial advisor scam and how to avoid them.

4 min read Aug 28, 2024
What is financial planning? Learn how to get started.

If it involves finances, there’s a way to plan for it and optimize the outcome.

8 min read Aug 28, 2024
5 important questions to ask your financial advisor

In many cases, so-called advisors are really just salespeople in disguise.

5 min read Aug 27, 2024
5 types of financial advisors

A good advisor can get you to stick to your long-term plan when things get rough.

5 min read Aug 23, 2024
Financial advisor vs. financial planner: What is the difference?

Find the right type of financial help for your needs.

3 min read Aug 06, 2024
How to build a family financial plan

Here’s how to create a family financial plan and what to watch out for.

7 min read Jun 03, 2024
The Great Wealth Transfer: What it means for your money

Here’s how the Great Wealth Transfer may shake up your finances and how to prosper.

4 min read May 16, 2024
7 strategies financial advisors use with their own money

Financial advisors use these strategies when managing their own money.

4 min read Mar 19, 2024