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

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 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” ...

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 ...

LPL Financial LLC is expanding its high-net-worth services by introducing new business planning tools aimed at assisting financial advisors in supporting CEO clients and business founders. With over ...

As individuals place greater emphasis on long-term financial planning and tax-efficient savings, digital wealth ...

This transcript was prepared by a transcription service. This version may not be in its final form and may be updated. J.R. Whalen: Here's Your Money Briefing for Wednesday, January 8th. I'm J.R.

Financial planning involves the interplay of multiple, often complex variables. Think: current and future savings and ...

What are the best tax planning tools for financial advisors? Bloomg How to choose the right tax planning software for your advisory firm Tax planning software helps advisors integrate tax strategies ...

Moneytree Software, a Muncie, Ind.-based company owned by software developer Accutech Systems Corporation, has released new versions of its financial planning tools that are built on fresh ...

Choosing a financial advisor is a big decision. You may be trusting them with your money, your peace of mind, and your ...

This transcript was prepared by a transcription service. This version may not be in its final form and may be updated. J.R. Whalen: Here's Your Money Briefing for Wednesday, January 8th. I'm J.R.