When training to become a financial professional, much of our course work centers on the six critical areas of creating a financial strategy. Some recognize October as Financial Planning or Year ...

Your financial advisor has likely been a trusted quarterback for many new and growing businesses, so they're a great place to turn for insights on how to better start and manage yours.

While there are more than six uses of life insurance in comprehensive financial planning, the six below are certainly the most popular, especially in light of potential changes to tax laws.

Navigating The Gray Areas Of Financial Planning. Apr. 17, 2019 10:32 AM ET 2 Likes. Russ Thornton. ... In a recent blog post, I talk about the need for a financial plan that evolves as you do.

Comprehensive financial plan. With a comprehensive financial plan, you’ll work with an advisor who will address all areas of your money, including debt, investing, savings, retirement, income ...

Financial planning is any type of strategizing around the monetary aspects of your financial life. These areas range from the basics — such as budgeting, saving and paying off debt — to more ...

Generally, financial planning, control, analysis and decision support are the main areas that a CMA focuses on. The CMA exam itself consists of 12 content domains organized into two exam parts ...

A financial plan is a document detailing a person’s short- and long-term goals and the spending, saving, and investing strategies that can be followed to achieve them.

Personal financial planning is offered as either a track option within the Finance emphasis area (PFP Track), or by taking the courses as business electives (Business Electives Pathway). As a planning ...