A financial counselor is a professional who helps individuals and families manage their personal finances by offering guidance on budgeting, debt repayment and financial goal-setting. Unlike financial ...

A certified retirement counselor can be a valuable asset in your retirement planning journey. While nearly all financial advisors can help with retirement planning, some advisors earn additional ...

See how financial therapy helps people manage financial stress and improve money behaviors. Learn about the role, benefits, ...

Financial counselors typically provide financial education and help clients with budgeting and basic money management. Unlike many financial advisors, financial counselors generally don’t offer ...

CFPs create customized financial plans and offer broad services such as estate and retirement planning. Choosing a CFP ensures you'll get an expert with a rigorous certification and ethical commitment ...

Understand the role of financial counselors, what services they provide and when they may be a better fit than a traditional financial advisor Written By Written by Staff Money Writer, WSJ | Buy Side ...