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Financial Help Can Lead to Happiness. How to Find the Right Professional for You

People who worked with a financial advisor were found to be nearly three times happier than those who didn’t, according to a study by Herbers & Company. ....

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Do you file your taxes by yourself? Here's why you might want extra help preparing them this year

Do you file your taxes by yourself? Here s why you might want extra help preparing them this year
CNBC
1/15/2021
© Provided by CNBC
Tax season is swiftly approaching, and after the roller coaster of 2020, this might be the year to get extra help filing your return.
The coronavirus pandemic saw many changes to the tax code that could impact filers who generally would have had a straightforward return, potentially complicating your return.
For the average taxpayer, if their head isn t spinning, I don t know what else we can add to the mix, said Megan Gorman, an attorney and managing partner at Chequers Financial Management in San Francisco. ....

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Counselor, planner or coach? How to find the right financial professional for you

Counselor, planner or coach? How to find the right financial professional for you
CNBC
12/10/2020
Personal finance experts go by many names – coaches, advisors, planners, therapists and more.
For some, these names signal different types of education and regulatory oversight. For others, they may just be a brand, making it important for people seeking financial help to know the difference.
The demand and the number of people that are providing personal financial advice has just skyrocketed, as has the number of designations and certifications that exist out there, said Martin Seay, a certified financial planner and president of the Financial Planning Association. ....

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