Progress happens when we connect financial decisions to a clear vision of the life we want and then work backward to build it ...

Flat‑fee financial advisors offer transparent pricing and predictable costs.

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

Your retirement could be jeopardized if you ignore the risks you'll face later in life. From inflation to market volatility, ...

As 2025 comes to a close, many people are starting to think about resolutions, with setting financial goals for 2026 being a ...

I want a financial plan to feel less like a spreadsheet and more like a roadmap for the life I actually want to live. That ...

According to Gartner, 58% of finance functions employed AI in 2024—a 21-percentage-point jump from the prior year. PwC ...

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 ...

For advisors who are also voracious readers, it's no surprise the books that most inspired them in their practices this year often focused on ways to improve client relationships and communication.

Though the Olympic Games are the pinnacle of sport, they have the potential to wreak financial havoc on their host countries.

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 ...

Interested in becoming a certified financial planner (CFP®)? Explore our 100% online 18-credit hour graduate certificate program, available for fall, spring and summer admission. This graduate ...