A J.D. Power survey ranks retirement planning apps based on customer service and satisfaction. Does your financial app make ...

If you’re looking for ways to track your retirement savings and financially map out your golden years, there are many digital tools available to help you. Some are free, while others require a ...

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 ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. Oxford Risk has observed that many firms in the financial advice industry ...

In the fall of 2019, I toured the Office of Personnel Management’s (OPM) Retirement Operations Center—known as the “ROC”—located 220 feet underground in a former limestone mine north of Pittsburgh, ...

How do you do your taxes? Do you or your accountant use tax preparation software? Most people do. Only 10% of taxpayers don’t, according to the national taxpayer advocate’s recent report to Congress.

Be wary of retirees’ risk, says a software maker NEW YORK — Advisers may want to think twice before loading a new retiree’s portfolio with equity investments, according to a retirement software ...

Planning for retirement can be tough, especially when you leave your cushy corporate job, like I did. Three years ago, I pivoted from being a software engineer to being a writer and exploring my ...