Learn about the five financial planning software programs that are most commonly used by professional financial advisors.

CNBC Select has selected the best free budgeting tools for beginners, investors, small business owners and more. (See our ...

Managing personal finances effectively requires a combination of precision, foresight, and smart planning. Microsoft Excel offers a robust suite of tools, particularly under its “What-If Analysis” ...

Michael Kitces and Ben Henry-Moreland analyze whether new AI financial advisor offering can overcome the perennial client ...

Forbes contributors publish independent expert analyses and insights. I write about building wealth and achieving financial freedom. Oct 31, 2023, 10:44am EDT This article is more than 2 years old.

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 ...

You can use a program like ChatGPT to help legally reduce your income enough to qualify for the ACA and to create a plan to ...

Declining student numbers, devalued degrees, lower retention rates, and affordability concerns continue to reshape the higher education landscape and increase competition among universities.

A holistic financial plan goes beyond—here’s how to approach it.

The tool is designed to help agents walk homebuyers and sellers through common financial questions on affordability and more.

Proper tax planning is essential for managing and preserving wealth. For ultra-high-net-worth individuals and their families ...