October is Financial Planning Month, and this month we are reminded how important having a financial plan is — and how much value working with financial planning technology and a financial adviser can ...

The problem: So many options overwhelm and overcomplicate personal financial plans. Many of us want to improve our finances, but that’s much easier said than done. The truth is, it’s hard to make ...

Financial plans can take many forms. Two common types are personal and family plans. Family financial planning and personal financial planning are both essential aspects of managing your finances, but ...

Flat‑fee financial advisors offer transparent pricing and predictable costs.

Building a financial plan is an essential step toward achieving financial stability and reaching your long-term goals. Whether you’re looking to save for retirement, buy a home or simply manage your ...

Here’s how to give wisely.

Financial planning involves the interplay of multiple, often complex variables. Think: current and future savings and ...

The Woodbury School of Business at Utah Valley University is nationally known for the way it prepares students to work in the financial planning industry through the UVU Personal Financial Planning ...

This article is the first in a new column, Personal Financial Planning, covering the role of CPAs in advising individuals and ...

I was standing in my neighbor’s kitchen, having just mentioned something about “our financial planner” to her. My neighbor is a retired CPA, sharp as a tack, and a dedicated do-it-yourself investor.

The undergraduate certificate in personal financial planning is designed to position students for potential career opportunities in the financial services industry. The certificate program is ...