Financial planning is more than just math. The CFP (Certified Financial Planner) Board has Code and Standards for CFP Professionals, which includes this definition of financial planning, “a ...

A holistic financial plan goes beyond—here’s how to approach it.

Discover essential steps in Financial Planning for individuals with disabilities. Learn about government support, legal ...

Learn more about financial planning to set your life on the right course and to maximize your net worth. The steps here are designed for you to meet your financial goals. It’s hard not to cover your ...

What are your top financial goals? Most of us tend to have an idea of our answer to this question. But have you ever considered how stable or consistent your answers are? Or have you noticed that your ...

The pain of loss has an impact on us that is at least twice as powerful as the joy of gain. This potent observation from Daniel Kahneman has implications in nearly every area of our lives, but ...

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, ...

According to recent research, tax planning is the top service clients with at least $250,000 in assets want from their financial advisor. To stand out in a competitive market, you need to take your ...

In today's shifting landscape, finances are front and center in many American households. With spiking inflation over the last few years, a pending election cycle, market volatility, and a massive ...

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 ...

Please provide your email address to receive an email when new articles are posted on . Financial planning is a lifelong process that evolves with one’s career and ...

From left, Grant Blindbury, partner at FMB Wealth Management; Erica Molina, vice president of product management at Cambridge Investment Research; and Ian McKenna, founder and director of the ...