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

A financial plan is a strategic framework for building long-term security and reaching your goals with confidence. It helps you make informed decisions, stay on track, and adapt as life changes. This ...

First comes love, then comes marriage -- but then should come a few estate planning essentials. Once the ink on the marriage license is dry, your newlywed clients -- or perhaps your clients' newly ...

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, ...

When it comes to planning for retirement, it’s easy to get overwhelmed. Putting together a financial strategy can be complicated at any time of life, what with changing regulations, ups and downs in ...

As John E. Grable and Joseph W. Goetz see it, in their new book, Communication Essentials for Financial Planners: Strategies and Techniques, “Selling financial planning products and services provides ...

Forbes contributors publish independent expert analyses and insights. Tim Maurer covers how personal finance is more personal than finance. Feb 20, 2022, 07:00am EST Feb 22, 2022, 03:01pm EST This ...

School's in session: Financial Planning's annual schools list features 102 CFP Board-registered programs at colleges and universities where prospective planners are learning the skills they need to ...

Christine Benz: We want to delve into special needs planning. And your book is called The Special Needs Planning Guide. It’s incredibly detailed and comprehensive. But it seems like a huge challenge ...