The problem: So many options overwhelm and overcomplicate personal financial plans. Many of us want to improve our finances, but that’s much easier said than done. The truth is, it’s hard to make ...

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 ...

Flat‑fee financial advisors offer transparent pricing and predictable costs.

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 ...

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 ...

October is Financial Planning Month, and this month we are reminded how important having a financial plan is — and how much value working with financial planning technology and a financial adviser can ...

You’ve undergone years of rigorous education and training to become a healthcare professional. Now that you’re earning a salary, you may be wondering how to best manage your finances. You need a ...

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.

The Indian Institute of Management Bangalore (IIMB) has launched a new Certificate Programme on Personal Finance & Wealth ...

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 ...