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In the News

7 Signs You Need a Financial Adviser in 2026

By Alisa Wolfson January 04, 2026 MarketWatch

Those who might benefit from hiring a financial advisor in 2026 include individuals unsure about retirement requirements, uncertain whether their portfolio aligns with their goals or uncomfortable managing finances independently. CFP Board's Let's Make A Plan website helps connect clients with CFP® professionals who have extensive experience and are legally bound to act in their clients' best interest through fiduciary duty.

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MarketWatch
Alisa Wolfson
January 4, 2026