For example, a personal financial plan might include saving 20% of your monthly income for retirement and putting aside another 10% for a personal travel fund.

For example, as many financial advisors recommend putting away at least 20% of your income toward savings a good system to try would be the 50/30/20 budgeting rule.

A one-time financial plan can be especially valuable when you’re facing a life-changing or complicated money decision, such as claiming Social Security benefits, buying a home in a high-interest ...

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.

A financial plan doesn’t have to be complicated, expensive, or time-consuming. It simply needs to be a priority and will typically involve the following seven steps: Understand your personal and ...

For example, some personal financial goals might include setting up and contributing to an education fund for your child, boosting your retirement savings, funding and going on a vacation, and ...

While consumer-facing AI services in personal finance are relatively new, financial services firms for years have relied on the technology for everything from fraud detection and investment ...

This program is available to undergraduate students who are not enrolled in the personal financial planning track. The certificate does not allow eligibility to sit for the CFP® Certification ...

Creating a financial plan that covers both personal and family needs helps establish long-term financial security. By balancing your own goals with your household’s needs, you can develop a ...