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” ...

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 ...

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 ...

A client's tax returns contain troves of useful information about their financial lives, from the obvious (e.g., the amounts and sources of their income, their household members, and their retirement ...

Find out if Jump is right for your business ...

Finding a financial advisor doesn't have to be hard. SmartAsset's free tool matches you with up to three fiduciary financial advisors that serve your area in minutes. Each advisor has been vetted by ...

Opto Investments, a private markets tech platform for wealth management firms, has launched a new tool called Planner. Now available to firms on the platform, Planner is meant to simplify the process ...

Emily DiNuzzo is a writer and former full-time journalist whose work has appeared in Reader's Digest, INSIDER, and Well + Good. She continues to pursue her passion for writing and personal finance, ...