PlanPerfect, the strategic planning software platform for nonprofits, today announced the release of PlanPerfect 2.0. The update builds on the company’s mission to empower nonprofits to scale their ...

Learn about the five financial planning software programs that are most commonly used by professional financial advisors.

Strategic planning is an essential aspect of business growth and sustainability. In today's competitive landscape, organizations need more than just traditional methods to align their goals, ...

What are the best tax planning tools for financial advisors? Bloomg How to choose the right tax planning software for your advisory firm Tax planning software helps advisors integrate tax strategies ...

With a seemingly endless stream of new technologies to help us run our practices more efficiently, it can be difficult to choose the best tools for specific tasks. The more complex the task or ...

A holistic financial plan goes beyond—here’s how to approach it.

strategicplanningMD, a business intelligence company, has announced a new name and software suite. The two-year-old firm changed its name to AchieveIt to better describe its mission of helping ...

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, ...

Maternal and Family Health Services, the largest provider in Pennsylvania of the food aid program for low-income mothers and ...

Amy Nichol Smith is a former Product Review Editor at Forbes Advisor. She has more than 20 years experience as a journalist and editor, writing on a range of topics, including tech products and ...