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.

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 your finances isn’t always easy, and it may feel confusing and overwhelming for some. If this describes how you feel about your finances, know that you’re not alone. A recent MarketWatch ...

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.

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 ...

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” ...

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 ...

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 ...

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 ...

You don’t need to be a millionaire to start a financial plan. You don’t even have to know where you’re headed — at least at first.

Something as simple as writing a will could help close the racial wealth gap. As it stands now, Black families are less likely to take this crucial estate planning step than white households. A will ...