Learn about the five financial planning software programs that are most commonly used by professional financial advisors.

CNBC Select has selected the best free budgeting tools for beginners, investors, small business owners and more. (See our ...

All members of Margin of Safety Investing have free access to award winning financial planning and portfolio monitoring software from RightCapital.RightCapital's software is built to make the ...

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, ...

A holistic financial plan goes beyond—here’s how to approach it.