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

T. Rowe Price, through its wholly owned fintech subsidiary Retiree Inc., has launched what it says is an innovative software tool to help advisors develop advanced, multi-dimensional withdrawal ...

Tax and estate planning can have far-reaching results for wealthy retirees and are just as important as investment management ...

Income Laboratory, Inc. (Income Lab), the award-winning provider of dynamic, tax-smart retirement planning software, today announced a partnership with Cetera Financial Group ("Cetera"), the premier ...

DENVER--(BUSINESS WIRE)--Income Laboratory, Inc. (Income Lab), maker of award-winning retirement planning software, today announced a new upgraded integration between Income Lab and Schwab Advisor ...

T. Rowe Price (NASDAQ-GS: TROW), a global asset management firm and a leader in retirement, has launched Income Solver® through its fintech subsidiary Retiree Inc., a software tool that helps ...

Income Laboratory, Inc. (Income Lab), maker of award-winning retirement planning software, today announced the launch of an ...

DENVER--(BUSINESS WIRE)--Income Laboratory, Inc. (Income Lab), maker of award-winning retirement planning software, today announced a strategic partnership with Independent Advisor Alliance (IAA), one ...

OnPointe Software has announced the release of its new Life Expectancy (LE) Calculator, a breakthrough addition to the OnPointe Retirement Planner. The long overdue wait is over for a retirement ...

Daniella Flores (they/them) is a former software engineer and founder of the two-time award-winning money, career and side hustle resource platform "I Like to Dabble" for LGBTQ+ and neurodivergent ...

With Social Security, investment income, RMDs, annuities and pensions, it can be hard to keep track of money coming and going You need some kind of visualization for retirement spending that ties all ...