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

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 ...

Whether you’re trying to build wealth, saving for college or planning for retirement, financial planning tools can help you budget for day-to-day expenses and reach your long-term financial goals.

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” ...

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, ...

With a seemingly endless stream of new technologies to help us run our practices more efficiently, it can be difficult to choose the best tools for specific tasks. The more complex the task or ...

What are the best tax planning tools for financial advisors? Top tax planning platforms for financial advisors Financial planning software with strong tax features How to choose the right tax planning ...

Welcome back to "Ask an Advisor," the advice column where real financial professionals answer questions from real people. The topic can be anything in the world of finance, from retirement to taxes to ...

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 ...

Forbes contributors publish independent expert analyses and insights. I’m a founder, writer and lecturer focusing on VC funds. A trader works on the floor of the New York Stock Exchange (NYSE) during ...