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 ...

Bank of America Corp said on Monday it is rolling out a digital financial planning tool, wading into a space that has so far been dominated by fintech companies.

Floreat, WA / / September 29, 2025 / Approved Financial Planners Pty Ltd The Race Toward Retirement Retirement confidence in ...

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

The human side of financial planning will only become more important as technology handles the mechanical side.

LANSING, Mich.--(BUSINESS WIRE)--Jackson National Life Insurance Company (Jackson®), the main operating subsidiary of Jackson Financial Inc. 1 (NYSE: JXN), today announced it has launched a ...

Editor’s note: This is part six of an ongoing series throughout this year focused on helping older adults navigate the financial difficulties of gray divorce. See below for links to the other articles ...

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” ...

Advisors have a new tool to ease family wealth transitions while solidifying relationships with next-gen clients. Carefull, a New York City-based financial services platform for seniors and their ...

PHOENIX--(BUSINESS WIRE)--Wealth.com, the industry’s leading estate planning platform, has joined forces with Facet, the consumer subscription fintech company that is building the future of financial ...

You don't need to pay for professional help to begin estate planning. Some steps are free, such as listing out assets and liabilities, updating beneficiaries, and creating an advanced medical ...