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

A holistic financial plan goes beyond savings and investments to include taxes, risk management, retirement goals and legacy—here’s how to approach it Written By Written by Staff Money Writer, WSJ | ...

If you've made a financial plan, congratulations, but have you reviewed it recently? Here are six reasons why your plan needs ...

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, ...

If you are hoping to start out the new year on a good foot financially, a solid first step is making a financial plan. While you may already have some pieces in place, the end of one year and the ...

Forbes contributors publish independent expert analyses and insights. Tiffany Grant, M.B.A., AFC, shares insights to bridge the wealth gap. The end of the year is more than just a season of ...

Overwhelmed by your financial to-do list? Split it into four quarters and assign each one goals that connect to the time of ...

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 ...

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 ...