Monarch Money can simplify your life by connecting all your financial accounts and giving you access to them through a single ...

Hamilton Software Inc. has released Nest Egg Early Retirement Pro, a standalone downloadable program designed to assist users — knowledgeable individual investors and advisers alike — in planning ...

Managing your finances can feel overwhelming, especially if you’re just starting out. But with the right financial planning software, you can simplify tasks like budgeting, tracking investments, and ...

Planning for retirement can be tough, especially when you leave your cushy corporate job, like I did. Three years ago, I pivoted from being a software engineer to being a writer and exploring my ...

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 ...

Osaic, one of the largest independent broker/dealer networks, has rolled out enhanced versions of its NextPhase Pro and NextPhase Plus retirement income planning tools, with help from IncomeConductor.

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 ...

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, ...

The news was worth the wait. Based on our goals, the money we've saved and how much we spend, my wife, Georgina, and I should be OK in retirement even if our investment returns are below average, ...

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 ...

So you’re thinking about retiring, and you’re trying to figure out how it’s all going to work. You imagine you’ll stop working at 64 or 65, and then take Social Security at either 65 or 67—or maybe ...