A financial plan goes beyond budgeting for regular expenses. It’s the process of managing short- and long-term finances. Taking good financial planning steps now can mean the difference between ...

Social media is rife with so-called financial planners offering free advice that may not fit everyone. But in real life, financial planners are professionals with the know-how to match specific ...

Financial planning is a strategic approach to improving the organization and management of personal finances. Financial plans vary in purpose and can be tailored to suit your specific needs to reach ...

If you want to achieve financial freedom, you have to prepare a plan. Because without some personal financial planning, you’ll never know if you’re veering off course. Plans hold you accountable, ...

United Capital Financial Advisors LLC has launched customized financial planning guides for clients that incorporate their attitudes about money along with financial data to create a plan for ...

Women are earning, owning and managing more wealth than ever. But they're also working with less room for error. To discuss what this means, Comerica offers practical ...

Explore cash flow-based financial planning – how it works, benefits and drawbacks, key metrics, and best practices for robust ...

Working with a cross-border financial planner is essential to integrate tax, estate and visa considerations and avoid costly, ...

Financial advisors ranging from new entrants to the profession to those whose experience often gives them an edge in emotional intelligence just got a concise new manual on the topic. Out of the many ...

The state is concerned that fee-for-service financial planners aren't aligning their charges with work done for clients. Michael Kitces said the guidance remains biased toward the AUM model. By Mark ...

The financial aid budget for each study abroad program is located at the top of the online program brochure accessible in Broncos Abroad. To view the budget, see the "Budget sheets" tab and click on ...