A new year brings a fresh start — along with the real pressures of rising costs, shifting priorities and the desire for ...

This article was co-authored by Sarah Urichianu MBA, Susan Ruhland CFP, CLU, ChFC and Kevin Luchetta CFP, AEP of Pioneer Financial. In the United States, 63% of women report having less than $10,000 ...

Definition of Financial Planning Financial planning is a methodical process where individuals set both personal and financial goals, whether for the short-term or long-term. It involves a ...

A financial planner’s role is to ensure your quantifiable financial goals are met to the best of their ability, or work with ...

Adam Hayes, Ph.D., CFA, is a financial writer with 15+ years Wall Street experience as a derivatives trader. Besides his extensive derivative trading expertise, Adam is an expert in economics and ...

A solid financial plan can provide clarity for both short- and long-term goals, but you may be wondering: How many years should my financial plan cover? There's no one-size-fits-all answer, but ...

To help illustrate the point, I've compiled a short list of financial planning "twins"-- two terms that are so similar-sounding or that seem so conceptually similar--that often trip people up. I've ...

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 ...

A trust is a legal agreement establishing how assets will pass from one owner to another when certain conditions are met.

Financial consultants offer tailored advice to achieve personal or business goals. They aid in investment decisions and risk management to stabilize finances. Consultants help tackle financial ...