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

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 ...

Domain Money reports on key Q1 strategies for 2026 financial success, focusing on goal-setting, retirement contributions, and ...

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 ...

A holistic financial plan goes beyond savings and investments to include taxes, risk management, retirement goals and legacy—here’s how to approach it Written By Written by Staff Money Writer, WSJ | ...

If you’ve tried several different budgets with no success, we’ve got an approach from Stride Financial that could help you stick with it.

I’m usually quick about making decisions and often fall back on the tried-and-true. Some people are optimizers, carefully analyzing almost every choice, whether it’s a new sofa or a cup of coffee. If ...

Those who concentrate solely on the numbers often arrive at retirement financially prepared, yet unsure how to fully enjoy ...

Oasis Group CEO John O'Connell had just used AI to run an analysis meant to help hypothetical clients decide if they should sell their stock in the software giant Oracle. But the founder of the large ...

Holistic planning is one way that Americans can use their tax refund to set themselves up for financial secdurity.

When starting a new business, a financial forecast is an important tool for recruiting investors as well as for budgeting for your first months of operating. A financial forecast is used to predict ...