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

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

Peter McGahan is chief executive of independent financial adviser Worldwide Financial Planning (www.wwfp.net), which is ...

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 ...

Once you have that rough estimate in mind, you can guarantee you are setting aside enough to comfortably cover all of the ...

Wealth Enhancement reports on AI personal finance assistants like ChatGPT, Gemini, Copilot, and Claude, highlighting their ...

Let’s face it: managing money often feels overwhelming, whether grappling with investing, budgeting, debt management, ...

In response to a Treasury Department request for comments, the AICPA National CPA Financial Literacy Commission encouraged the development of an education strategy for promoting universal financial ...

The Certificate in Personal Financial Planning is available to undergraduate students who are not enrolled in the Personal Financial Planning Track. The certificate, which includes coursework ...

The undergraduate certificate in personal financial planning is designed to position students for potential career opportunities in the financial services industry. The certificate program is ...