The first Saturday episode of each month this year, we will focus on a key component of a financial plan -- including spending, investing, insurance, retirement planning, estate planning, and taxes.

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

LPL Financial really wants its 32,000 advisors to embrace financial planning, and a key to making that happen is understanding why some advisors shy away from planning. “When you ask why they’re not ...

Chicago fintech firm Advyzon, a wealth management platform for financial advisors, announced that it has added a financial planning component. This will bring together goal-based investing, ...

Edelman Financial Engines offers comprehensive wealth planning services, with investment options tailored to each client. Many or all of the products on this page are from partners who compensate us ...

The College of Business at the University of Nevada, Reno has launched a new Personal Financial Planning program designed to prepare students for careers in one of today’s fastest-growing fields.

The UD Financial Planning Center is open to provide personalized and functional financial coaching to University of Delaware students, faculty and staff at no cost. The center was established with ...

Estate planning has quickly become one of the most in-demand workplace benefits, as employees search for financial security that goes beyond equitable compensation and 401(k)s. Processing Content ...

Jeff Coyle is the CEO of fintech platform Libretto. Financial planning software is a crowded field dominated by familiar names like eMoney, MoneyGuidePro and RightCapital. But earlier this year, a ...

Increased longevity is a lot more than a demographic milestone. It’s a major economic force reshaping how clients live, work and invest—and how their advisors will serve them, said a roundtable of ...

Happy Financial Planning Month, for those unaware of it. October has long been characterized as being a scary month for stocks. It is not due to Halloween landing on the month's final day, but because ...