This article was co-authored by Sarah Urichianu MBA, Susan Ruhland CFP, CLU, ChFC and Kevin Luchetta CFP, AEP of Pioneer Financial. In the United States, 63% of women report having less than $10,000 ...

A new year brings a fresh start — along with the real pressures of rising costs, shifting priorities and the desire for ...

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 ...

Big updates to tax laws are coming this year, affecting everything from deductions to funding for retirement accounts. With ...

Money impacts nearly every part of life. Whether you’re just starting your career, running a household, or trying to grow your savings, understanding a few key terms can give you […] ...

To help illustrate the point, I've compiled a short list of financial planning "twins"-- two terms that are so similar-sounding or that seem so conceptually similar--that often trip people up. I've ...

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

Financial consultants offer tailored advice to achieve personal or business goals. They aid in investment decisions and risk management to stabilize finances. Consultants help tackle financial ...

Interested in becoming a certified financial planner (CFP®)? Explore our 100% online 18-credit hour graduate certificate program, available for fall, spring and summer admission. This graduate ...

A solid financial plan can provide clarity for both short- and long-term goals, but you may be wondering: How many years should my financial plan cover? There's no one-size-fits-all answer, but ...

Financial planning is evolving fast. Over the next two years, government reforms and industry innovation will transform how ...