Good financial planning addresses underlying beliefs, feelings and unconscious thoughts about money, which shape financial ...

In many relationships, couples naturally settle into roles. Changing who handles the finances helps to build awareness.

5. They incorporate charitable giving into their financial planning Hand in hand with tax efficiency, wealthy people often include charitable giving in their financial plans. Not only do most ...

Insurance and financial planning go hand in hand to help clients reach their goals. Here is how to present this approach.

Many people mistakenly equate financial advice with portfolio reviews or buying insurance. In reality, true financial ...

Navigate retirement planning with confidence. Actionable advice on budgeting, investing, and understanding your net worth ...

Financial planning isn't the pen-and-paper activity ... Cash-flow-based software, on the other hand, tracks every dollar that comes in and out of your clients' households. Rather than focusing ...

If at all possible, start planning now for the future needs of elders. Since you may be approaching or past 60 yourself, you should try to do financial planning for your own future needs as well.

On the other hand, some financial goals for your business ... sits at the crossroads between personal and business financial planning. It can be tempting to just keep pouring your money back ...

Focused on the "art and science" of financial planning, this CFP Board-registered program allows ... You'll meet faculty and staff, current students, and alumni who can tell you first-hand about the ...