Financial planning is the process of considering your financial objectives and goals and creating a roadmap to reach them based on actions you can take with your money. Some of the key components to ...

Michelle Cull is a member of CPA Australia, the Financial Advice Association Australia and President Elect of the Academy of Financial Services in the United States. Michelle is an academic member of ...

Understand the role of financial consultants, their services and how they compare to financial advisors Written By Written by Staff Senior Editor, Buy Side Miranda Marquit is a staff senior personal ...

Each April, Financial Literacy Month brings renewed focus on budgeting, credit scores and retirement accounts. Although these are important topics, the conversation often stops short of what people ...

A financial debt advisor can help you make a repayment plan.

Picture this: You’re lying awake at 2 am, wondering if you’ll have enough money to retire comfortably. Will you be eating cat food in your golden years, or sipping piña coladas on a beach? If this ...

Financial modeling predicts a company’s financial performance using historical data. Financial modeling aids in decision-making for budgeting, investing, and valuation. Models can apply to diverse ...

Financial consultants offer tailored advice to achieve personal or business goals. They aid in investment decisions and risk management to stabilize finances. Consultants help tackle financial ...