There's never a bad time to make or review a financial plan. But recent changes to the financial landscape might make it especially important to do so now.

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 ...

The first Saturday episode of each month this year, we will focus on a key component of a financial plan -- including ...

There's a dangerous assumption many entrepreneurs make: that building a valuable business is the same as building personal ...

Need help with a comprehensive plan for your financial life? Or are you just looking for someone to manage your investments and other assets? This article covers the professionals who can help with ...

It might surprise people that my husband and I pay a financial planner, given that I spend a lot of time on financial, tax, and investment planning at work. However, hiring a planner has delivered a ...

This Redditor was surprisingly approached by someone knocking on their door offering financial advice. There is a major difference between a financial advisor and a financial planner. The biggest ...

I was standing in my neighbor’s kitchen, having just mentioned something about “our financial planner” to her. My neighbor is a retired CPA, sharp as a tack, and a dedicated do-it-yourself investor.