Financial plans can take many forms. Two common types are personal and family plans. Family financial planning and personal financial planning are both essential aspects of managing your finances, but ...

Building a financial plan is an essential step toward achieving financial stability and reaching your long-term goals. Whether you’re looking to save for retirement, buy a home or simply manage your ...

What constitutes a life well lived? Is it a life where you let your principles guide you in your decisions? Is it a life full of accomplishments and awards? Finding your answer to these questions can ...

Embarking on a journey to financial stability requires a well-thought-out plan. The first step is to establish SMART goals—Specific, Measurable, Achievable, Relevant, and Time-bound. These goals ...

Is your financial plan fit for purpose — or is your adviser peddling an outdated strategy? When you see these red flags, it's ...

The problem: So many options overwhelm and overcomplicate personal financial plans. Many of us want to improve our finances, but that’s much easier said than done. The truth is, it’s hard to make ...

Editor's note: This is the fourth in a four-part series on year-end financial planning designed to help you close out the year on a high note. When it comes to retirement, every year counts, ...

Important Disclosure: The content provided does not consider your particular circumstances and does not constitute personal advice. Some of the products promoted are from our affiliate partners from ...

Integrating your business plan into your personal financial plan can be the key to creating financial freedom. A business owner spends years building their business into something that not only ...

Unlike America’s largest banks, you and your business are not too big to fail. No one is coming to save you or your company should your finances hit a rough patch. That’s why it’s essential to have a ...

The undergraduate certificate in personal financial planning is designed to position students for potential career opportunities in the financial services industry. The certificate program is ...