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 ...

Gurobi Optimization, LLC, the leader in decision intelligence technology, today announced that Canadian fintech company MyGoals is leveraging the Gurobi Optimizer to deliver smarter, more personalized ...

Mayfield’s real-world case study shows how a family of three applied its budgeting tools to gain control over spending, build an emergency fund, and review results monthly. Through structured planning ...

The Financial Planning Association, Ameriprise Financial, and the Certified Financial Planner Board have announced the eight collegiate finalists of their co-sponsored 2017 Financial Planning ...

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 ...

The Financial Planning Association, Ameriprise Financial and the Certified Financial Planner Board of Standards announced on Tuesday that students in CFP Board-registered universities can now apply ...

Julie Young is an experienced financial writer and editor. She specializes in financial analysis in capital planning and investment management. Samantha (Sam) Silberstein, CFP®, CSLP®, EA, is an ...

Eight teams of college students will test their financial planning knowledge at the FPA Annual Conference this September. Designed for undergraduate finance degree programs registered with the CFP ...