CNBC Select spotlights some picks for AI-powered finance apps, what they can do, and when you still need a human financial planner.

Today, we want to talk about the long-term effects of the choices we make. In sickness and in health, financial planning is a great assessment of “As-Is and To-Be” financial states. Depending on ...

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 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” ...

LPL Financial LLC is expanding its high-net-worth services by introducing new business planning tools aimed at assisting financial advisors in supporting CEO clients and business founders. With over ...

This transcript was prepared by a transcription service. This version may not be in its final form and may be updated. J.R. Whalen: Here's Your Money Briefing for Wednesday, January 8th. I'm J.R.

Wealth.com unveils Tax Planning platform unifying tax and estate strategy workflows with AI-powered analysis for advisors ...

What are the best tax planning tools for financial advisors? Bloomg How to choose the right tax planning software for your advisory firm Tax planning software helps advisors integrate tax strategies ...

Financial planning involves the interplay of multiple, often complex variables. Think: current and future savings and ...

Choosing a financial advisor is a big decision. You may be trusting them with your money, your peace of mind, and your ...

CNBC Select has selected the best free budgeting tools for beginners, investors, small business owners and more. (See our ...

This transcript was prepared by a transcription service. This version may not be in its final form and may be updated. J.R. Whalen: Here's Your Money Briefing for Wednesday, January 8th. I'm J.R.