He has spent the last decade growing his consumer-focused financial planning startup Boldin—previously called ‘NewRetirement.

Accounting software helps you track money moving in and out of your small business, so that you can maintain a detailed financial record for tax time. Many, or all, of the products featured on ...

It also allows you to have individual and shared finances. Show Pros, Cons, and More An icon in the shape of an angle pointing down. Premium Plan with a 7-day free-trial, then $14.99 per month or ...

Commissions do not affect our editors' opinions or evaluations. Project management software makes it easy to plan projects, allocate tasks and keep teams organized so that deadlines and goals are met.

I write about money. I’ve been reviewing tax software and services as a freelancer for PCMag since 1993. Along the way, I took on reviews of other types of business and personal finance ...

But with the right financial planning software, you can simplify tasks like budgeting, tracking investments, and planning for retirement. First, think about what you want to achieve with financial ...

Vena, the only FP&A platform purpose-built to leverage the full power of the Microsoft technology ecosystem, was recognized as a Challenger in the 2024 Gartner Magic Quadrant for Financial ...

Only certain trained individuals can use the title “financial planner” (in French, planificateur financier or “Plan. Fin.”): planners who have a certificate issued by the Autorité des ...