The estate and gift tax regimes have been permanent and unified since the passage of The American Taxpayer Relief Act of 2012 (the "2012 Act"). In 2017, the Tax Cuts and Jobs Act (the "2017 Act") ...

Financial plans can take many forms. Two common types are personal and family plans. Family financial planning and personal financial planning are both essential aspects of managing your finances, but ...

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 ...

Retirement planning is no longer an old man’s game; it’s a core component of generational wealth management. Trevor Wilde, CEO of Wilde Wealth Management, says that retirement planning is a core ...

Personal plans are often the last type of plan a business owner considers, if at all. Millennials value work-life balance, and starting with a personal plan can help you achieve it. Personal planning ...

The federal estate and gift tax regimes have been unified since the passage of The American Taxpayer Relief Act of 2012. The Tax Cuts and Jobs Act of 2017 significantly increased the estate, gift and ...

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 ...

If you’re like many business owners, your focus is on the day-to-day operations. Thinking about the "next chapter" is something you know you should do, but it keeps being put off. Yet, if you don’t ...

Have you ever wondered how your health affects your financial planning? Your overall well-being plays a crucial role in your financial planning journey. When building your financial plan, there’s ...

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Our CFP program is 100% online. All courses are asynchronous, and course materials are available online for each student without scheduled meetings. Students are required to complete six CFP ...