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

You don’t need to be a millionaire to start a financial plan. You don’t even have to know where you’re headed — at least at first. October is "Financial Planning Month" nationwide." The Financial ...

Long before founding his firm, Gabe began developing a people-first mindset that still informs his work. He has spent his career listening to families and observing how values, habits, and experiences ...

It all starts with making a financial plan ...

A portfolio with fewer moving parts is easier to oversee and simpler to document in case your loved ones or a financial ...

If you've made a financial plan, congratulations, but have you reviewed it recently? Here are six reasons why your plan needs ...

From budgeting and saving to investing and protecting loved ones, here’s how to build a long-term financial plan for your family Written By Written by Staff Money Writer, WSJ | Buy Side Molly Grace is ...

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. When it comes to managing money, most people have the best intentions—but ...

Insurance and financial plans go hand in hand. Used together, they can ensure that clients are not only protected in the event of unforeseen circumstances but also positioned for long-term financial ...

A terminal diagnosis dramatically changes financial planning needs. Learn why speaking to your financial adviser early is ...

Aggregation involves combining all futures positions owned by a trader or consolidating client data by financial advisors, enhancing financial clarity and planning.

Women often face unique financial needs. Building financial literacy, confidence with money and independence can help reduce stress and support informed decision-making. With a financial plan in place ...