There’s a lot of advice out there for how to prepare and save for retirement; but, once you’ve got your nest egg, then what?

CNBC Select spotlights some picks for AI-powered finance apps, what they can do, and when you still need a human financial planner.

Hey advisors! Financial Planning wants to see your stack. In a new recurring series, we're catching up with those delivering financial advice to see what tools they rely on to make it happen. Beyond ...

Discover the features, advantages, and future trends of digital financial planning platforms, and learn how they can ...

Most people can’t do compound interest calculations in their head. But understanding exactly how quickly your money is growing (or shrinking) over time is crucial when you’re developing your financial ...

Bob Veres and Joel Bruckenstein discuss the results of the T3/Inside Information software survey at the T3 Conference in Las Vegas on Jan. 23, 2024. Based on responses from 2,917 "members of the ...

Today, we want to talk about the long-term effects of the choices we make. In sickness and in health, financial planning is a great assessment of “As-Is and To-Be” financial states. Depending on ...

Managing your finances isn’t always easy, and it may feel confusing and overwhelming for some. If this describes how you feel about your finances, know that you’re not alone. A recent MarketWatch ...

Forbes contributors publish independent expert analyses and insights. I’m a founder, writer and lecturer focusing on VC funds. A trader works on the floor of the New York Stock Exchange (NYSE) during ...

Financial planning software encompasses a range of tools that assist with budgeting, forecasting, cash flow analysis, and tax strategy. These software programs empower small business owners to make ...

A holistic financial plan goes beyond savings and investments to include taxes, risk management, retirement goals and legacy—here’s how to approach it Written By Written by Staff Money Writer, WSJ | ...