This article outlines 11 key components of a strong financial plan, from goal setting and investment strategy to insurance, ...

If so, you're going to need a plan. Here’s a ... to reverse engineer your financial goals. For this step, strategize how you can best use your resources. For example, let’s say you have ...

without detracting from your other financial goals. Custodial accounts and 529 plans come with their own tax advantages, investment opportunities, and rules. For example, the money in a 529 plan ...

For example, as many financial advisors ... line is that creating better personal finances, whether it’s improving your credit score or setting up an estate plan, is a powerful step toward ...

Personal financial planning is offered as either a track option within ... students must select and complete a relevant experiential learning activity. Examples of pre-approved learning activities ...

If you are hoping to start out the new year on a good foot financially, a solid first step is making a financial plan. While you may already have some pieces in place, the end of one year and the ...

Personal finance is about meeting your financial goals and understanding all the routes to do this, from saving and investing, and keeping debt under control, to buying a home to planning for ...

Interested in helping people plan for their financial futures? In Western Michigan University’s personal financial planning program, you’ll gain knowledge of securities valuation, insurance, estate ...

The Certificate in Personal Financial Planning is available to undergraduate students who are not enrolled in the Personal Financial Planning Track. The certificate, which includes coursework ...

When it comes to personal ... retirement plan contributions, or those who’ve been able to eliminate late fees by automating bill payments. But is automation and AI in financial planning a ...