Technology can help you run your business more efficiently and produce better results for your clients. A majority of advisors, 84%, use financial planning software to better serve their clients, ...

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 ...

Some budgeting tools are more complex (and take on more complex tasks) than others. If you have multiple income streams, you need a budgeting tool that lets you account for each one. The ideal ...

Creating a goal budget gives you a target to aim for. Delaying your retirement age can dramatically increase your Social Security benefits. Contributing to a tax-advantaged retirement plan may not be ...

Planning for retirement can be intimidating, but it doesn't have to be. It all starts with a series of questions only you can answer. A post-retirement budget is meant to provide you with direction. A ...

Forbes contributors publish independent expert analyses and insights. Steve Vernon, FSA, helps retirees make their money last for life. Are you worried that you won’t have enough money to last ...