CNBC Select spotlights some picks for AI-powered finance apps, what they can do, and when you still need a human financial ...

Money decisions today are rarely made in isolation. They happen in real time, shaped by digital tools, online platforms, and ...

From budgeting and saving to investing and protecting loved ones, here’s how to build a long-term financial plan for your family Written By Written by Staff Money Writer, WSJ | Buy Side Molly Grace is ...

More Americans aren't having kids, but that doesn't mean they don't need an estate plan. Why it may actually be more ...

Nearly half of Americans — 47% — don't have a written financial plan, according to a recent study. Working with a financial advisor can help turn haphazard progress into a firmer path. Here's how ...

Popular financial books continue to offer practical money guidance for beginners. Long-term wealth growth depends on habits, ...

Our CFP program is 100% online. All courses are asynchronous, and course materials are available online for each student without scheduled meetings. Students are required to complete six CFP ...

When it comes to financial planning, many people assume that once they’ve named beneficiaries on their accounts, they’re set for life. But, if life changes, it may be time to ...

The scope of personal financial planning and management refers to the broad activities that the subject covers. Generally speaking, these are the fundamental areas related to the economic welfare of a ...

A terminal diagnosis dramatically changes financial planning needs. Learn why speaking to your financial adviser early is ...

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 ...

Now is the time to talk with high-net-worth clients about using the temporarily doubled estate and gift tax exclusion before its sunset in 2026, Bob Keebler, CPA/PFS, stressed in a webcast. Unmarried, ...