As the new year begins, it's the perfect time to turn over a new leaf—especially when it comes to your personal finances! If your New Year's resolutions include feeling more in control of your money, organizing your budget, and managing your expenses, these simple steps and habits can set you up …

A financial advisor assists individuals in broadly planning their client’s financial future and determining financial goals and how best to accomplish those goals. There are specialties in this field, which include Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Chartered Fin…