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

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, ...

Discover how holistic financial planning strengthens advisor-client relationships and enhances life and retirement strategies beyond number crunching.

Discover strategies financial advisors can use to craft personalized family financial plans, addressing budgeting, saving, ...

A financial plan is a guide for how to manage your money. Creating a budget can help you manage fixed and variable costs effectively. Investing regularly and building a diversified portfolio can help ...

A solid financial plan can provide clarity for both short- and long-term goals, but you may be wondering: How many years should my financial plan cover? There's no one-size-fits-all answer, but ...

Are you looking to get your finances in order but don't know where to start? Personal financial planning can seem like a daunting task, but it doesn't have to be. There are several simple strategies ...

Luckily for financial advisors, abacuses and crank-operated calculators are technologies of the past. But while modernization has made math easier, it's also made the art of long-term financial ...

When we think of rich people, many of us imagine extravagant lifestyles with luxurious cars, fancy mansions, and a never-ending supply of shopping sprees. However, the truth is, even the richest ...

Interested in becoming a certified financial planner (CFP®)? Explore our 100% online 18-credit hour graduate certificate program, available for fall, spring and summer admission. This graduate ...