Bowing to the political clout of the insurance and securities industries, the Financial Planning Coalition has given up its effort to get Congress to establish a definition of financial planning that ...

Financial planning is more than just math. The CFP (Certified Financial Planner) Board has Code and Standards for CFP Professionals, which includes this definition of financial planning, “a ...

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 holistic financial plan goes beyond savings and investments to include taxes, risk management, retirement goals and legacy—here’s how to approach it ...

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, ...

Reify Wealth Advisors financial planners Juli Erhart-Graves and Margaret Gooley explain how financial planners help clients achieve their financial goals.