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 ...

Periodic payments – contribute or withdraw money regularly from an investment account. Learn about the types, key components, ...

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 ...

That begs the question, what does a financial plan actually do for you? Do you even need a financial plan? Or, do you need financial planning? It’s smart to recognize there’s a difference between ...

My wife, Mika, and I took a survey this week about our approach to money. The survey asked us to respond to a number of statements by noting on a continuum whether we agreed or disagreed, ranging from ...

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, ...

Establishing both short-term and long-term financial objectives that align with your business and personal life is key. Creating a budget and consistently tracking income and expenses will allow you ...

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 ...

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 ...