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 ...

There was a time when Mark Felton put together a financial plan the old-fashioned way: With spreadsheets. The 59-year-old ...

We might hear the term a lot, but what does it actually mean? Put simply, personal financial planning is a strategy by which you can achieve your financial goals. These financial goals can be short or ...

Money flows through almost every aspect of your life. Whenever your job, your family or your property changes, for better or worse, your financial picture changes. That means your financial plan has ...

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 ...

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 ...

Understand the fundamentals of financial planning, including goal setting, budgeting, investing and risk management to take control of your financial future Written By Written by Staff Senior Editor, ...

Our Personal Financial Planning program has been approved by the Certified Financial Planner (CFP) Board of Standards and fulfills the Education requirements for the CFP Certification Exam. Students ...