A financial planner’s role is to ensure your quantifiable financial goals are met to the best of their ability, or work with ...

How well does your financial plan match your deepest dreams, possibilities and authentic goals? Typical financial planning often involves a mechanical process: collecting historical data, analyzing ...

It might surprise people that my husband and I pay a financial planner, given that I spend a lot of time on financial, tax, ...

CPA financial planners who understand how psychological factors influence decision-making can better work with clients and operate their practices more effectively. That’s the view of Michael E.

Discover expert tips on budgeting, investing, and maximizing VA benefits for veterans. Protect your finances and achieve your ...

Eight people who have shown exceptional leadership in the field of financial planning will be honored as the Financial Planning Association's 2010 Heart of Financial Planning Award winners at the FPA ...

In today’s digital age, most of your personal financial information exists somewhere online. While this can make managing your financial life much easier and more efficient, it can also put you at ...

For anyone managing a chronic disease, it's important to plan for financial security, now and in the future. This section provides several sources you can use to find financial planning information ...

From wills and trusts to estate tax planning, discover how financial advisors protect wealth and guide families in building a lasting legacy Written By Written by Staff Money Writer, WSJ | Buy Side ...

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 ...

This MBA program is specifically designed for financial planners with an active CFP ® license. With just eight courses you can earn your MBA degree and accelerate your career. Let us know you're ...