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 ...

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

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 ...

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

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 ...

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” ...

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

The FPA's new content hub and conference series aims to help drive planner's AI excitement into practical tools and ...

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