Desktop Calendar and Personal Planner is a calendar and day planner application. It presents itself more like a real wall calendar, even going so far as to display a new image on the background each ...

Heading into 2026, the political environment has become the top concern clients are raising with their advisor, according to ...

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When it comes to finances, Day to Day personal finance contributor Michelle Singletary says an expert opinion is always welcome. Singletary talks with Alex Chadwick about the benefits of a financial ...

How do personal financial planners advise on client 401(k) plans when they have so little control over them? Although advisers may all agree on the desired outcome -- that they want to help clients ...

The AICPA has updated its guidance on the competencies and information that CPAs who provide financial planning services need to know. One key change to the Personal Financial Planning (PFP) Body of ...

The University of Nevada, Reno introduces a new CFP®-aligned online program, preparing students for careers in high-demand financial planning.

For 35 years, the leader in this space was, and in large degree, still is, FranklinCovey. Over the past 35 years, FranklinCovey has sold millions of planners, helping people improve their productivity ...

Financial planning faces a succession crisis. Baby Boomers who built successful practices are heading into retirement or are close to it. Yet too often aging planners lack any concrete plans to turn ...