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

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

DENVER--(BUSINESS WIRE)--Income Laboratory, Inc. (Income Lab), maker of award-winning retirement planning software, today announced a new upgraded integration between Income Lab and Schwab Advisor ...

Income Laboratory, Inc. (Income Lab), the award-winning provider of dynamic, tax-smart retirement planning software, today announced a partnership with Cetera Financial Group ("Cetera"), the premier ...

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 ...

DENVER--(BUSINESS WIRE)--Income Laboratory, Inc. (Income Lab), maker of award-winning retirement planning software, today announced a strategic partnership with Independent Advisor Alliance (IAA), one ...

Financial apps have changed the way many people manage their money. It’s no longer necessary to pay a professional to monitor a portfolio or explain how the market works. “Apps … not only give you ...

With Social Security, investment income, RMDs, annuities and pensions, it can be hard to keep track of money coming and going You need some kind of visualization for retirement spending that ties all ...

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. Retirement can feel like stepping off a cliff: years of saving, planning, and ...

These baby boomers and investing experts found the following $500 investments to pay massive dividends in the years that ...