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

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, ...

What are the best tax planning tools for financial advisors? Bloomg How to choose the right tax planning software for your advisory firm Tax planning software helps advisors integrate tax strategies ...

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 ...

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 ...

One of the biggest shifts in homeownership has been the rise of digital platforms that offer insights into property value, equity, and overall financial health. Online valuation tools, budgeting apps, ...

This transcript was prepared by a transcription service. This version may not be in its final form and may be updated. J.R. Whalen: Here's Your Money Briefing for Wednesday, January 8th. I'm J.R.

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 ...