Managing your finances can feel overwhelming, especially if you’re just starting out. But with the right financial planning software, you can simplify tasks like budgeting, tracking investments, and ...

Financial planning involves the interplay of multiple, often complex variables. Think: current and future savings and expenses, projected investment returns, evolving tax rates, debts, windfalls, ...

New DIY financial-planning software Living Ledger launches in May, enabling easy, device-independent financial management. Living Ledger makes financial planning accessible to everyone in a ...

When it comes to personal finance, automation can be a powerful tool – just ask the millions of folks who’ve been able to build a nest egg thanks to automatic retirement plan contributions, or those ...

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 ...

TECHNOLOGY TOOLS CAN HELP personal financial planners provide reliable cost-effective services to clients. This article presents a range of useful personal financial planning (PFP) software as well as ...

For more comprehensive help with your finances, not just investing, you can hire an advice-only financial planner, or AOP. An ...

GeekWire chronicles the Pacific Northwest startup scene. Sign up for our weekly startup newsletter, and check out the GeekWire funding tracker and VC directory. by Nate Bek on Oct 17, 2023 at 3:00 am ...

I was standing in my neighbor’s kitchen, having just mentioned something about “our financial planner” to her. My neighbor is a retired CPA, sharp as a tack, and a dedicated do-it-yourself investor.