financial planning

Rowan University announces the School of Financial Business at the College of Business, April 16, 2026.
Apr 16, 2026

Rowan receives $10M gift to launch financial planning school

The $10 million gift from Edelman Financial Engines to Rowan University will help launch a financial planning school, with classes set to begin in fall 2026.

2025 NJBIZ Women's Leadership Summit
Nov 13, 2025

Financial wellness strategies shine at NJBIZ women’s summit (updated)

A panel of experts from Flagstar Bank, Faith Health Group, Firefly Financial and OnePoint BFG Wealth Partners shared tips on budgeting, retirement planning and building long-term confidence for women as they hit peak earning and caregiving years.

Value-added services
Oct 13, 2025

CPA firms evolve into strategic business advisors

Accountants are redefining the industry by offering services beyond simply reporting historical results. NJBIZ spoke with professionals with Kamens & Associates, Forvis Mazars and HBK for some real-world examples.

Family business planning
Jul 21, 2025

Experts share tips to grow – and possibly sell – family businesses

An NJBIZ panel explores how these companies can plan for succession, access capital and navigate new tax laws under the One Big Beautiful Act.

NJBIZ Family Business Panel Discussion
Jul 17, 2025

NJBIZ panel covers planning, succession for family firms

Our latest virtual discussion engaged financial experts – and a business owner with experience in the space – to explore tax reform, M&A, legacy strategies and more.

Home equity
Jul 14, 2025

Cornerstone Financing reimagines home equity for financial planning

The Summit-based company's CHEIFS program helps N.J. homeowners convert that value into tax-free funding for retirement planning, insurance, annuities and other financial needs.