Financial planning software developer RightCapital has released its Snapshot feature, which gives advisors a customizable, highly visual one-page financial plan that can be used as a client landing ...

Instead of an app or gadget that claims to jump-start your productivity, consider investing in a good paper planner. There is plenty of research that shows how actually writing down your to-do list ...

The beginning of a new year or the start of school in the fall are both very good (and obvious) times to get a new planner. But inspiration to restart your calendar sometimes strikes when you least ...