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 ...

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 ...

Most people realize the importance of saving and investing for the future, but only 32 percent of Americans have a written financial plan in place to help them prioritize their goals and track their ...

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 ...

I was meeting a dear friend for coffee one morning a few months ago. She had suggested a spot equidistant to our two houses, telling me that she used an online tool to ensure that neither of us had to ...

The start of a new year often comes with good intentions. We commit to exercising more, eating better, spending less, or saving more. Yet as the months unfold, enthusiasm wanes, and old habits ...

Should I be saving for my child’s future education or saving for my retirement? Should I pay down my lowest credit card debt or the one with the highest interest? Should I rent out my house or just ...

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 ...