financial planning

noun

1. the devising of a program for the allocation and management of finances and capital through budgeting, investment, etc.

2. the business of devising such programs.

Other Word Forms

• financial planner noun

Example Sentences

People who have trouble with claims often find they are “underinsured,” insurance experts such as Rich Arzaga, who teaches about insurance for the personal financial planning program at UC Berkeley Extension, told MarketWatch.

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“There’s a reason that younger people tend to have high-deductible health plans, and obviously it’s affordability,” Robert Jeter, a financial adviser with Back Bay Financial Planning and Investments, told MarketWatch.

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“Also be realistic about the number of shares to purchase, and make sure the stock is a good long-term fit for your portfolio,” says Robert Jeter, a financial adviser at Back Bay Financial Planning & Investments.

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That is down from 25% in 2025, but in line with the company’s assumptions for its multiyear financial planning.

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The company said in a securities filing that 20% of members enrolled in Medicare Advantage plans are rated four stars or above for 2026, down from 25% in 2025, but in line with the company’s assumptions for its multiyear financial planning.

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