Hamilton Software Inc. has released Nest Egg Early Retirement Pro, a standalone downloadable program designed to assist users — knowledgeable individual investors and advisers alike — in planning ...

Managing your finances can feel overwhelming, especially if you’re just starting out. But with the right financial planning software, you can simplify tasks like budgeting, tracking investments, and ...

Osaic, one of the largest independent broker/dealer networks, has rolled out enhanced versions of its NextPhase Pro and NextPhase Plus retirement income planning tools, with help from IncomeConductor.

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 ...

Retirement planning software provider RetireUp has formed what it calls a strategic partnership with RepPro, makers of a web-based application to automatically fill out financial forms, to create ...

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 ...

Financial planning involves the interplay of multiple, often complex variables. Think: current and future savings and expenses, projected investment returns, evolving tax rates, debts, windfalls, ...

The news was worth the wait. Based on our goals, the money we've saved and how much we spend, my wife, Georgina, and I should be OK in retirement even if our investment returns are below average, ...

So you’re thinking about retiring, and you’re trying to figure out how it’s all going to work. You imagine you’ll stop working at 64 or 65, and then take Social Security at either 65 or 67—or maybe ...