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 ...

Money decisions today are rarely made in isolation. They happen in real time, shaped by digital tools, online platforms, and ...

Nearly half of Americans — 47% — don't have a written financial plan, according to a recent study. Working with a financial advisor can help turn haphazard progress into a firmer path. Here's how ...

More Americans aren't having kids, but that doesn't mean they don't need an estate plan. Why it may actually be more ...

Popular financial books continue to offer practical money guidance for beginners. Long-term wealth growth depends on habits, discipline, and info ...

Our CFP program is 100% online. All courses are asynchronous, and course materials are available online for each student without scheduled meetings. Students are required to complete six CFP ...

Here's how to find an advisor who can help preserve wealth, create flexibility and align your business and personal financial ...

To be successful today, CPA personal financial planners must be prepared for many challenges. Increased longevity and rising health care costs have made the creation of strong retirement plans both ...

We analyzed everything from estate planning to retirement income options at some of the larger registered investment advisor ...

Now is the time to talk with high-net-worth clients about using the temporarily doubled estate and gift tax exclusion before its sunset in 2026, Bob Keebler, CPA/PFS, stressed in a webcast. Unmarried, ...

The undergraduate certificate in personal financial planning is designed to position students for potential career opportunities in the financial services industry. The certificate program is ...