Good leaders know when to delegate, and when to seek expert opinions. So as the leader of your personal finances, you shouldn't be afraid to consult a financial planner—when appropriate. Take our 10-question quiz to determine when it's smart to turn to a pro.

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

Before you open up your money matters to a new financial adviser, do some digging to make sure he or she has a clean rap sheet.

The right online broker depends on your priorities and what type of investor you are. Answer these seven questions to figure out which of 11 leading online brokers, including the major players and several smaller shops, is best for you.

One of the first things your financial planner will want to determine is your risk tolerance, which helps to define appropriate asset allocation. Use our simple worksheet to learn more about your appetite for risk.

You can learn a lot about your financial planner during a crisis -- not just how he or she manages your investments, but how well the adviser explains the situation and what actions you should take to minimize losses or perhaps even take advantage of rare opportunities.

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.