Laurie Sepulveda is a MarketWatch Guides team senior writer who specializes in writing about insurance, investing, personal loans, home equity loans, mortgages and banking. She lives in North Carolina ...

There is a chartered financial consultant (ChFC) designation issued through the American College of Financial Services that a financial advisor can obtain. When choosing a financial consultant, the ...

Understand the fundamentals of financial planning, including goal setting, budgeting, investing and risk management to take control of your financial future Written By Written by Staff Senior Editor, ...

A financial planner takes inventory of your finances, then creates a plan to help you reach your goals. Some financial planners also provide investment management. Many, or all, of the products ...

A financial coach is an advisor who can help you with budgeting and saving, but likely can't help you with investment decisions. Many, or all, of the products featured on this page are from our ...

You may know what it means to be mentally well—being able to manage your emotions and stress in a way that is positive and in your best interest. And you may know what it means to be physically ...

Jordan Tarver has spent seven years covering mortgage, personal loan and business loan content for leading financial publications such as Forbes Advisor. He blends knowledge from his bachelor's degree ...

Financial psychology is the study of why we do what we do with our money. It is a broad field that encompasses the cognitive, social, emotional, and cultural factors that come into play when people ...

The Mint app has shut down as of Jan. 1, 2024. For alternatives, check out CNBC Select's ranking of the best budgeting apps. Money management can be stressful, especially if you've been trying to ...

If you’re hunting for a financial adviser, you’ve probably considered that you want someone who will work in your best interest — and not be too swayed by the interests of their employer. Indeed, most ...

To some, financial freedom is tied to a certain event or action: 29% said financial freedom meant owning a home and 28% said it was about being able to go on vacation when you wanted. Regardless of ...