How to Use Comprehensive Financial Planning to Achieve Your Goals

A holistic financial plan goes beyond—here’s how to approach it.
Finance Strategists on MSN

Examples of periodic payment plans, plus their pros and cons

Periodic payments – contribute or withdraw money regularly from an investment account. Learn about the types, key components, ...
Hosted on MSN

Financial Goal Examples: Short-Term, Long-Term and Everything in Between

Trending Now: 5 Subtly Genius Moves All Wealthy People Make With Their Money Earning passive income doesn't need to be difficult. You can start this week. Financial goals are objectives that you set ...
Morningstar

What’s a ‘Good Enough’ Financial Plan?

I was meeting a dear friend for coffee one morning a few months ago. She had suggested a spot equidistant to our two houses, telling me that she used an online tool to ensure that neither of us had to ...
Wall Street Journal

What Is Financial Planning?

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, ...
unr.edu

Personal Financial Planning Program

Our Personal Financial Planning program has been approved by the Certified Financial Planner (CFP) Board of Standards and fulfills the Education requirements for the CFP Certification Exam. Students ...