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 ...

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 ...

Learn what holistic financial planning is, the importance of having a comprehensive plan, and the benefits from following a ...

Personal financial management tools can help you put yourself on the right track financially. Here are some of the best ...

Examples of short-term goals include saving ... plans to use depending on what your goals are. However, personal financial planning often boils down to a few categories: Many investors choose ...

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 ...

Professional athletes and entertainers experience unique circumstances that are important to take into account when crafting a personal financial plan. Knowing the specific ... face a unique set of ...

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 ...

With uncertainty and caution about money common, it’s important to have a firm grasp on spending habits and other aspects of personal finance ... retired from it can raise a host of financial planning ...

The undergraduate certificate in personal financial planning is designed to position students for potential career opportunities in the financial services industry. The certificate program is ...