To determine the best retirement planning apps and tools, we evaluated platforms based on their ability to help users track progress toward retirement, model long-term income strategies, or increase ...

Buffalo’s debt is nowhere near Detroit’s $18 billion hole, but concerns about cash flow and pensions have city leaders looking for creative solutions.

Financial life planning is a holistic approach considering an individual's values, goals, and life stages. Learn key ...

Jeff Coyle is the CEO of fintech platform Libretto. Financial planning software is a crowded field dominated by familiar names like eMoney, MoneyGuidePro and RightCapital. But earlier this year, a ...

The Financial Planning Association will display images from its history at its annual conference this week in Las Vegas, where the FPA is commemorating its 25th anniversary since the merger of the ...

From wills and trusts to estate tax planning, discover how financial advisors protect wealth and guide families in building a lasting legacy Written By Written by Staff Money Writer, WSJ | Buy Side ...

Students applying to the University of Wisconsin-Madison will soon need to complete a second, longer financial aid application if they want a share of the millions of dollars in financial aid the ...

Chloe A. Moore, CFP is the Founder of Financial Staples, a virtual, fee-only financial planning firm. Chloe is a contributor to Business Insider and serves on the Financial Advisory Board for Bankrate ...

Planning for the possibility that a pet will outlive its owners or its owners’ ability to attend to it is sometimes overlooked in financial planning. “If your pet is important to you, regardless of ...

Effective pre-implementation planning is critical for successful adoption of intelligent process automation (IPA). The comprehensive IPA pre-implementation framework outlined in this document provides ...