Boldin’s basic financial planning program is free, but a $120 annual fee unlocks the full firepower of the modeling software, factoring in 250-plus inputs (versus 100 with the free planner ...

This planning software is easy to use and lets you see a detailed view of your financial and retirement situation. After you import and link accounts, the software will automatically update every ...

"Financial planning software is fundamentally a collection ... report package on any date and at any time. Whether the program provides reconciliations of financial data automatically pulled ...