The financial consulting firm tapped to help Lackawanna County achieve sustained fiscal stability will share its findings and future-focused recommendations during a public session March 6. It will be ...

Dear Readers: Discussing our older parents’ financial situation can be difficult and fraught with emotion on both sides, yet it’s a vital part of planning as people age. Ideally, these conversations ...

A three-student team from Texas Tech University clinched first place at the Financial Planning Challenge hosted by the Financial Planning Association, Ameriprise, and the Certified Financial Planner ...

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

Click to share on Facebook (Opens in new window) Click to share on Bluesky (Opens in new window) Click to share on X (Opens in new window) Click to print (Opens in new window) Click to email a link to ...

Understand the fundamentals of financial planning, including goal setting, budgeting, investing and risk management to take control of your financial future Written By Written by Staff Senior Editor, ...

Strategic planning is the process of identifying where you want your company to be in the future and then charting steps to get there. However, you can't get where you want to go unless you have the ...

In 2024, the CFP Board accredited 179 undergraduate colleges preparing students for careers in financial planning. How is a prospective financial planner supposed to determine which program offers the ...

Personal financial planning is offered as either a track option within the Finance emphasis area (PFP Track), or by taking the courses as business electives (Business Electives Pathway). As a planning ...