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

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 ...

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

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 ...

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” ...

Uncover the secrets to stress-free retirement planning with this surprising solution.

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 ...

Even the most technically flawless financial plan can fail—because markets aren’t the real wildcard. Behavior is. As growth ...

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 ...

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.

What are the best tax planning tools for financial advisors? Top tax planning platforms for financial advisors Financial planning software with strong tax features How to choose the right tax planning ...

Financial advisors and tax professionals likely work with many wealthy clients, though none of those customers is likely to have an estate the size of Warren Buffett's. Nevertheless, his strategies ...