For these comparisons, I create a case study for a forty-year-old married couple with two children who are now constructing a lifetime financial plan. Jerry and Beth have determined that it is time to ...

FPA, Ameriprise Financial, CFP Board and AFS jointly developed the Financial Planning Challenge to support the next generation of financial planners by: engaging financial planning students and ...

Financial management is not just about how much money you make, it is also about how much you save, how hard you make it work for you and how many future generations you keep it going for. Mutual Fund ...

The Financial Planning Association, Ameriprise Financial and the Certified Financial Planner Board of Standards (CFP Board) have announced the 2019 Financial Planning Challenge finalists, comprising ...