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 ...

Financial advisors excel in general financial planning—determining retirement savings, analyzing portfolio allocations, and projecting cash flows. However, comprehensive financial planning also ...

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.

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 ...

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 ...

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 ...

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 ...

Life is full of changes and milestones that can significantly impact your financial situation. Whether it’s getting married, having a baby, buying a home, or retiring, each event requires careful ...

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 ...