Several adjustments may need to be made to your computer settings in order to fully utilize these forms. Job Aid for Settings (doc). All Budget Office forms should be submitted electronically by email ...

Effective financial planning is essential for navigating life's uncertainties and achieving long-term goals, whether you're saving for retirement, managing debt, or investing for the future.

Adobe Pro is required to fully utilize the Budget Operations forms. Contact the UMass Lowell Help Desk to have this installed. If your computer only has Adobe Reader ...

You need a holistic financial plan that takes into account where your business is now and what the plan is for the future. For small business owners, establishing a financial plan comes with an ...

A financial plan is a comprehensive strategy outlining your current financial situation and actionable steps necessary to achieve short-term and long-term goals. Holly Humbert is a freelance ...

Interested in helping people plan for their financial futures? In Western Michigan University’s personal financial planning program, you’ll gain knowledge of securities valuation, insurance, estate ...

Financial planning isn't the pen-and-paper activity it used to be. Luckily for financial advisors, abacuses and crank-operated calculators are technologies of the past. But while modernization has ...