What it all boils down to is will you be comfortable in retirement? Some people may rely on formulas, while others just aim ...

You’re not bad with money—you just haven’t been taught yet. Budgeting is your freedom plan, giving you clarity and confidence ...

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 “typical” financial planning process is set up around children, but it doesn’t have to be. These things are worth ...

Even savvy savers can miss these costly retirement mistakes. Learn how to avoid tax traps, income gaps and healthcare shocks ...

Learn what financial planning is, why it matters and how to create a personalized plan to manage your money, reduce stress and reach your goals.

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 ...

These and other common financial planning myths are widely held, but they don’t always stand up to scrutiny. Sure, the 4% rule may work for some people, but it’s not the only option.

To rank the on-campus, full-time, four-year programs of study for financial planning, we surveyed 109 of the 130 colleges and universities registered by the CFP Board.

Financial Planning's 2025 Rising Star nomination season is here! Here's how you can nominate a colleague — or yourself — for this year's awards.