To determine the best retirement planning apps and tools, we evaluated platforms based on their ability to help users track progress toward retirement, model long-term income strategies, or increase ...

The success of a client’s retirement portfolio can be defined as follows: remains solvent while providing the needed annual income for the rest of the client’s life. Toward that end, every client ...

The number of retirees in the U.S. is growing rapidly, with as many as 10,000 new retirees a day. Retirees with income from employment, pensions, or investments are generally better off than those ...

Explore how financial advisors and financial planners differ.

GREENWICH, Conn.--(BUSINESS WIRE)--Interactive Brokers (Nasdaq: IBKR), an automated global electronic broker, announced the addition of Retirement Planner to PortfolioAnalyst ®, a free portfolio ...

If a client wants to go to cash to remove risk from their portfolio, do they really mean they want to reallocate their portfolio to a money market account? To be sure, a client with a long-term ...

Question: I am about to sign some documents with a financial planning firm and they want to charge me 1.12% in fees for their services. My portfolio is approximately $1 million and they are offering a ...

It might surprise people that my husband and I pay a financial planner, given that I spend a lot of time on financial, tax, and investment planning at work. However, hiring a planner has delivered a ...

Strategic planning involves defining your company's direction and describing how you allocate budgets and resources. Managing portfolios involves analyzing investment choices (project or financial) ...