Financial planning is relevant, in one way or another, to every single one of us: whether you are affluent, struggling financially or anywhere in between. Of course, in an ideal world, everyone would ...

When clients come to you for financial advice, they may appreciate having it related in the simplest way possible. Presenting them with a one-page financial plan allows you to condense the most ...

New curriculum equips students and professionals with skills to deliver impactful pro bono service, meets need identified by ...

Building a financial plan month by month can help you create a manageable path toward achieving your financial goals. It allows you to break down your larger financial objectives into smaller, ...

Serving with Purpose curriculum offers flexible formats and applied learning to help advisors support clients facing ...

Once you see it, you can't unsee it. That's how H. Adam Holt describes what his tech company, Asset-Map, does for advisors by drawing out an interactive map of a client's entire financial life, from ...

The success of a startup often hinges on meticulous financial planning and management. For many entrepreneurs, this can be a source of stress and an overwhelming part of their journey. However, it's ...

If a client's bucket list involved a trip abroad, you likely wouldn't advise them to head to the airport without any plans. They'd chance getting the right flight at the best fare, packing proper ...

Learn how couples can plan, save, and work together to handle financial surprises like job loss, illness, or emergencies without derailing long-term goals.

My best workout weeks are the ones when I write in my calendar what I'm going to do that morning. Monday is a 3-mile run. Tuesday is plyometrics. The point is that there is a plan, and if I write it ...