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

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 ...

HNWIs require strategic planning to preserve their wealth.

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 ...

The problem: So many options overwhelm and overcomplicate personal financial plans. Many of us want to improve our finances, but that’s much easier said than done. The truth is, it’s hard to make ...

The first Saturday episode of each month this year, we will focus on a key component of a financial plan -- including ...

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 ...

CNBC Select has selected the best free budgeting tools for beginners, investors, small business owners and more. (See our ...

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 ...

Should I be saving for my child’s future education or saving for my retirement? Should I pay down my lowest credit card debt or the one with the highest interest? Should I rent out my house or just ...

“Fiduciary” sounds simple: put the client first. But here’s the truth—not all fiduciary financial advisors are equal. Some meet only the minimum legal bar. Others add rigorous training, broad planning ...