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 ...

Discover how a comprehensive financial plan can transform your new year resolutions into achievable goals, providing clarity ...

If your goal is to save for a down payment for a car in 2026, for example, she says the AI tool could help you break that ...

Your budgeting app has spotted an unusual spending pattern and suggests transferring $50 from your savings account to your checking account. Later that day, a robo-advisor automatically rebalances ...

A financial debt advisor can help you make a repayment plan.

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

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

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.

Mike Landsberg, CPA/PFS, discusses what he’s seeing in terms of charitable giving this year, how the CARES Act has affected giving, and how clients can use giving to save on taxes while contributing ...

The AICPA released an exposure draft (tinyurl.com/nam43yy) of a proposed Statement on Standards in Personal Financial Planning Services on June 11 as part of an ...

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 ...