A Wall Street Journal story about what it sees as an evolution in financial planning is pegged on a telling stat from the Pew ...

Financial planning involves the interplay of multiple, often complex variables. Think: current and future savings and expenses, projected investment returns, evolving tax rates, debts, windfalls ...

The Bucket Plan is more than just a financial planning tool; it's a way to demystify the planning process for clients, ensuring they are engaged, informed, and confident about their financial future.

There are many financial professionals who call themselves financial planners. Everyone from insurance salespeople, investment brokers and managers or CPAs who dabble with planning call themselves ...

Jeanlys-White is the founder of WealthMore, a new Center City tech startup on a mission to help more people cash in on ...

When it comes to building a solid financial plan, insurance often isn’t the first piece that comes to mind. It should be part ...

There are various valuation methods, such as discounted cash flow analysis, market comparables using multiples of earnings or ...

Golf is so much more enjoyable when you’re playing with friends or at least people you get along with. It’s a great way to ...

Personal financial planners guide people in planning for their financial future by assisting them with investments, tax planning, and insurance decisions. Working toward your bachelor’s degree in ...

About the Certified Financial Planning Certificate Program Overview The certificate is composed of 18 credits of masters-level graduate coursework with the primary goal of providing students with the ...