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

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” ...

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

Add your income and expenses to this monthly budget planner, and we'll show how your spending aligns with the 50/30/20 rule. Many, or all, of the products featured on this page are from our ...

A holistic financial plan goes beyond savings and investments to include taxes, risk management, retirement goals and legacy—here’s how to approach it Written By Written by Staff Money Writer, WSJ | ...

Effective financial planning and precise forecasting are critical to achieving business growth and long-term sustainability. Companies must efficiently manage budgets, predict future performance, and ...

A financial planner can help you create a roadmap for achieving just about any financial goal, from increasing your savings to avoiding unnecessary taxes to building a retirement nest egg. But the ...

The journey to financial independence (FI) is paved with mindful spending, diligent saving, and strategic investing. And in today’s digital age, a robust budgeting app is a powerful ally in this quest ...

Learn how to create a comprehensive financial plan as an entrepreneur. This article covers the definition and step-by-step ...

It might surprise people that my husband and I pay a financial planner, given that I spend a lot of time on financial, tax, and investment planning at work. However, hiring a planner has delivered a ...