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

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 ...

Those who concentrate solely on the numbers often arrive at retirement financially prepared, yet unsure how to fully enjoy ...

Learn about the overlooked retirement perks a certified financial planner says many people qualify for but rarely claim.

You cannot structure real financial goals until you answer one question: “What future life am I actually trying to create?” ...

A portfolio with fewer moving parts is easier to oversee and simpler to document in case your loved ones or a financial ...

There's an easy solution that won't land you in hot water with the IRS.

This Redditor was surprisingly approached by someone knocking on their door offering financial advice. There is a major difference between a financial advisor and a financial planner. The biggest ...

A terminal diagnosis dramatically changes financial planning needs. Learn why speaking to your financial adviser early is ...

Inheriting money can be overwhelming. A financial expert explains when to wait, how to plan, and smart first steps to protect ...

Aggregation involves combining all futures positions owned by a trader or consolidating client data by financial advisors, enhancing financial clarity and planning.