CNBC Select spotlights some picks for AI-powered finance apps, what they can do, and when you still need a human financial planner.

For decades, estate planning has carried a reputation for exclusivity; expensive, opaque, and primarily designed for the wealthy. But technology, and especially AI, is dismantling those barriers. “For ...

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. When it comes to managing money, most people have the best intentions—but ...

Strategic financial planning can help high-net-worth individuals address unique challenges such as market volatility, tax optimization and wealth preservation ...

Financial planning is a strategic approach to improving the organization and management of personal finances. Financial plans vary in purpose and can be tailored to suit your specific needs to reach ...