Dana Miranda is a Certified Educator in Personal Finance, creator of the Healthy Rich newsletter and author of You Don't Need a Budget: Stop Worrying about Debt, Spend without Shame, and Manage Money ...

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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, ...

Looking for the best financial forecasting software? Explore the key features to consider when choosing the right solution for your business. Financial forecasting is an essential step of many ...

Q3 2025 Management View Daniel Leib, President, CEO & Director, reported "continued shift toward a favorable sales mix driven ...

The COVID-19 pandemic provided a unique opportunity for the fintech industry. It fast tracked a shift from traditional banking services predominance to the abundant digitalization of financial ...

The annual T3/Inside Information Technology Survey by industry experts Joel Bruckenstein and Bob Veres is likely the industry’s most comprehensive view of advisors’ use of software. This year’s ...

Yarilet Perez is an experienced multimedia journalist and fact-checker with a Master of Science in Journalism. She has worked in multiple cities covering breaking news, politics, education, and more.