Take our ten-question quiz to determine when it's smart to turn your finances over to a professional.

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Don't leave an introductory meeting with a financial planner without learning these four things.

Before opening up your money matters to a new financial adviser, make sure he or she has a clean rap sheet.

Answer these questions to figure out which leading online broker best suits your personal investing priorities and style.

Help your financial planner determine the appropriate asset allocation for you by filling out our simple worksheet.

Find out how he or she stacks up during volatile times.

Some quick research will help you to avoid unlicensed agents, as well as scam artists and salespeople with a troubled past.

Declining portfolio values can make anyone antsy. But how do you determine if your adviser shoulders the blame -- or is actually keeping you from bigger losses?

Mad as hell over losses? You can go to arbitration, but the deck will be stacked against you.

Is this the year you need professional help on your taxes? Plus, learn how to find the right pro -- and the documents you'll need to work with one.

Need professional help with your return? Here's how to find the right person for the job.