Discover the features, advantages, and future trends of digital financial planning platforms, and learn how they can ...

Uncertainty creates fear of the unknown. Retirement software provides clear forecasts, which help overcome these fears. The software implements safeguards to ensure that the user's plan reflects ...

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 ...

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 ...

ChatGPT can help you learn financial concepts, but it lacks critical thinking. So you should take its retirement advice to a ...

From tax-law shifts to Social Security and ERISA changes, many retirement variables lie out of advisors' hands. But that doesn't deter financial advisors from working year after year to fine-tune the ...

Baby boomers have many concerns about retirement and getting old. In this article, financial advisors provide responses to this generation's biggest financial worries.

A shopping list for your golden years.

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 ...

Creators are 1099 contractors responsible for their own taxes, savings, insurance, and planning. The freedom is huge, but so are the financial risks.

The primary goal in retirement is to avoid running out of money. Yes, taxes are part of the equation, but sustainability of ...