It's time to stop chasing net worth and start chasing real worth. The question to ask yourself is: Does my financial plan support the life I want to live? Here's how to craft a plan that supports your ...

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, ...

As 2026 approaches, it’s crucial to lay a solid foundation for your financial future. By taking proactive steps now, you can ensure that your financial planning aligns with your long-term goals and ...

Learn more about financial planning to set your life on the right course and to maximize your net worth. The steps here are designed for you to meet your financial goals. It’s hard not to cover your ...

Financial plans can take many forms. Two common types are personal and family plans. Family financial planning and personal financial planning are both essential aspects of managing your finances, but ...

How to Strategize for the Future ...

For many affluent families, the end of the year brings more than holiday traditions and travel. It's also one of the most critical windows for financial planning. When done right, year-end planning ...

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 ...

Friends, family, and even social media can offer great advice about relationships, car maintenance, mac ‘n’ cheese recipes—a ...

Financial planning is more than just math. The CFP (Certified Financial Planner) Board has Code and Standards for CFP Professionals, which includes this definition of financial planning, “a ...

Our Personal Financial Planning program has been approved by the Certified Financial Planner (CFP) Board of Standards and fulfills the Education requirements for the CFP Certification Exam. Students ...

There are many financial planning considerations before, during, and after a divorce. A key part of the process from a financial standpoint is dividing the assets. Generally, couples split the value ...