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

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

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

As modern technology continues to advance at rapid speed, artificial intelligence is now capable of performing tasks that was ...

Choosing a financial advisor isn't a cosmetic decision. It's not about finding someone with a polished website or a ...

Discover essential financial strategies for families with disabilities, including benefits, ABLE accounts, trusts, and ...

Strategic planning is the process of identifying where you want your company to be in the future and then charting steps to get there. However, you can't get where you want to go unless you have the ...

Global conflicts can spark short‑term volatility, but long‑term investing fundamentals stay the same. Learn how to manage ...

Interested in helping people plan for their financial futures? In Western Michigan University’s personal financial planning program, you’ll gain knowledge of securities valuation, insurance, estate ...

As many employees are now tasked with managing their own money both before and after retirement, a growing number of families and retirees need financial planners to help them to make important ...

A three-student team from Texas Tech University clinched first place at the Financial Planning Challenge hosted by the Financial Planning Association, Ameriprise, and the Certified Financial Planner ...

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 ...