The problem: So many options overwhelm and overcomplicate personal ... model or multistep decision process. In past research, we looked at the correlation between common financial rules of thumb ...

A year ago, if you had asked me whether you should use artificial intelligence to help with your retirement planning, I would ...

Data analytics has evolved beyond traditional forecasting and budgeting. It has become an active decision validation engine.

How does that enhance traditional financial planning? Paul Kaplan ... change the calculus we might have formerly used to model human capital and does that have implications for how we build ...

Like Boldin and MaxiFi, Empower offers hands-on help via its Personal Strategy service. But in Empower’s case, access to ...

Our research is designed ... There are many different types of financial plans to use depending on what your goals are. However, personal financial planning often boils down to a few categories ...

A Personal Financial Specialist (PFS) is a certification for certified public accountants (CPAs) that allows them to expand their expertise and offerings to include financial planning and wealth ...

The undergraduate certificate in personal financial planning is designed to position students for potential career opportunities in the financial services industry. The certificate program is ...

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 ...