Learn about the five financial planning software programs that are most commonly used by professional financial advisors.

T. Rowe Price, through its wholly owned fintech subsidiary Retiree Inc., has launched what it says is an innovative software tool to help advisors develop advanced, multi-dimensional withdrawal ...

Tax and estate planning can have far-reaching results for wealthy retirees and are just as important as investment management ...

T. Rowe Price (NASDAQ-GS: TROW), a global asset management firm and a leader in retirement, has launched Income Solver® through its fintech subsidiary Retiree Inc., a software tool that helps ...

Ancient Stoic philosophy offers a surprisingly practical framework for navigating retirement’s emotional and financial challenges with calm clarity and intentionality. The insights that guided Marcus ...

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, ...

Daniella Flores (they/them) is a former software engineer and founder of the two-time award-winning money, career and side hustle resource platform "I Like to Dabble" for LGBTQ+ and neurodivergent ...

Strategic financial planning can help high-net-worth individuals address unique challenges such as market volatility, tax ...

Most financial services are designed to manage people’s money for them. Boldin is designed to help people understand their ...

A holistic financial plan goes beyond savings and investments to include taxes, risk management, retirement goals and legacy—here’s how to approach it ...

When retirement planning with a client, the transition from the accumulation phase (where the focus is on building wealth) to the decumulation phase (where the focus shifts to using that wealth to ...

Financial experts share three simple strategies to boost your retirement savings in 2026, from maximizing higher 401(k) ...