Online financial-planning tools are getting more personal. Plenty of Web sites crank out cookie-cutter plans, but three recent entrants give users more detailed advice. Voyant, SimpliFi and ...

Today, managing personal finances can feel overwhelming. From creating budgets to investing wisely, many people struggle to ...

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Wealth management has become more personalized than ever before. With the rise of financial planning software, individuals ...

Most online advisors offer investment management — whether it's carried out by a human or a sophisticated computer algorithm — and financial planning services or tools. The main types of ...

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That’s why many fintech startups offer planning tools for retirees ... with a fintech provider, check online reviews and ...

"If you don't appoint someone in your will or POAs, the government and health care agencies will have to make decisions for you, and they don't truly know your wishes," says Jay Zigmont, a certified ...

Most online advisors offer investment management — whether it's carried out by a human or a sophisticated computer algorithm — and financial planning services or tools. The main types of online ...

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