Learn about family financial planning. Read this article to learn how to manage your finances, set financial goals, and ...

With a seemingly endless stream of new technologies to help us run our practices more efficiently, it can be difficult to choose the best tools for specific tasks. The more complex the task or ...

Financial life planning is a holistic approach considering an individual's values, goals, and life stages. Learn key ...

The success of a startup often hinges on meticulous financial planning and management. For many entrepreneurs, this can be a source of stress and an overwhelming part of their journey. However, it's ...

There are many different kinds of small business owners in all stages of their business. Some have just started putting their ideas into action in a startup, while others are in the growth stage or ...

While every financial plan and individual is unique, the core basis of how financial plans work is fairly similar. The good news is that there’s only a handful of data points that will really impact ...

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, ...

If you are hoping to start out the new year on a good foot financially, a solid first step is making a financial plan. While you may already have some pieces in place, the end of one year and the ...

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 ...

Acing all the key components of retirement planning is akin to getting a perfect score on the SAT college entrance exam. It’s not impossible. But for most people, it’s a long shot. And just as a ...

After you hire an accounting firm to prepare your tax returns, it's hard to know whether they did a good job. You pay for professional expertise and hope you get what you pay for. That's true when you ...

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 ...