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2024 JAN 20 (NewsRx) -- By a News Reporter-Staff News Editor at Obesity, Fitness & Wellness Week -- TIFIN, a leading AI and innovation platform for wealth, and Franklin Templeton, [...]

The article discusses the effects of younger adults on the relationship between technology and the personal finance industry, focusing on the financial activity of millenials, or people born after 1980. Other topics include mobile device applications that assist with personal finance including LearnVest, Wealthfront, and Motif Investing, the effects of the recession on the saving practices of millenials, and technological innovations in personal finance.

Offers a look at some of the cutting-edge software programs that will change the way Americans live and work. Groupware, such as Lotus Notes, which allow groups of workers to collaborate on documents and projects; Personal productivity programs such as Microsoft's Bob; Small business programs; Personal banking offerings including Quicken; Multimedia; Online. INSET: Microsoft's next big winner (Windows 95), by Mary Kathleen Flynn.

The article discusses the benefits and potential risks of several online tools and software programs that can simplify one's personal finances. Many banks let consumers bank online or via mobile-device applications (apps) for free. A Website and app called Simplee Wallet organizes insurance and health-care paperwork. The Website ChoosetoSave.org provides free budgeting tools and calculators. The Website Mint.com and the Quicken software program can comprehensively manage one's personal finances. H&R Block is among companies that produce tax-preparation software.

Bank of America reported the launch of Life Plan, a new digital experience through which clients can set and track near- and long-term goals based on their life priorities, and [...]

The article focuses on identity theft prevention software and discusses why some software may be ineffective. Information is provided on how theft prevention programs inflate identity theft statistics to scare consumers, use free trial offers to lure new customers into using the service, and inflate the success of finance tracking programs. The author discusses how some identity theft insurance companies advertise misleading services and recommends monitoring personal finances using free programs.

The article presents an interview with Zach Taub, chief of marketing at financial identity service provider Moneytree. The topics include the origin of the personal finance management app. and the attitudes towards consumer data, the popularity of the app, sharing user data with third parties and expansion of the company in Australia.

APPS FOR Your Life Stage Every age comes with its own financial challenges, from budgeting for a growing family to last-minute saving for retirement. Luckily, WD's experts sifted through a [...]

States that there are excellent and user-friendly programs for five basic tasks: check writing, family budgeting, securities valuation, securities trading and tax return preparation. Payoff in convenience and time saving; Integrating programs; Electronic updates of stocks; Details of the programs. INSET: Your own trading turret.

Intuit chairman Scott Cook attributes much of his company’s success to an early decision to design Quicken, Intuit’s personal-finance software, to look and operate like a checkbook. As Cook puts it, Quicken is “a product that lets people hold on to their habits.” [ABSTRACT FROM AUTHOR]

The article offers advice on how to improve productivity using the Microsoft Excel spreadsheet software. Topics covered include shortcut commands for selecting the entire spreadsheet, number formats, and quick zoom views. Particular attention is also given to the PMT function and how it can be used to calculate loan payments.

El artículo discurre sobre el uso de aplicaciones móviles para fomentar la inclusión financiera. El autor comenta sobre la prevalencia de servicios financieros ofrecidos por startups, o nuevas empresas, y describe las innovaciones en las inversiones móviles, las cuales son más fácil y más barato que la inversión tradicional.

The article offers information on several mobile apps including the Expense IQ personal finance app from Handy Apps, the SwiftKey keyboard app from TouchType Ltd., and the Mixatron video editing app from Funny Or Die Inc.

The article offers advice on how to prevent financial institutions, caregivers, or family members from taking advantage of older people with dementia or anosognosia. To prevent financial losses, the author suggests giving limited access to bank accounts, using financial monitoring software, and limiting online transactions. The article cites the experiences of photographer Max Tharpe who was the victim of a scheme by hist stockbroker William Holland.

The article reviews Financial, Physical, and Educational Improvement mobile applications including Intuit's Mint, Acorn, and MyFitnessPal, a calorie Counter, Diet and Exercise Journal app.

The article discusses the development of the puppy chatbot financial assistant and the Shield app by company Intuit and outlines their benefits for financial technology industry consumers.

LoanSnap has launched new smart loan technology that protects people against dumb loans. According to a media release, the company's data scientists found that dumb loans cost Americans $58 billion [...]

The article evaluates several money-saving mobile applications including the Ebates application that offers special discounts and cash back through its Mobile Monday program, the Checkout 51application that rewards for buying pantry staples, and the Mint application for tracking personal spending.

Today, dealing with money is a lot different than it was in the days of paper bills, checks, and bank teller windows. Now, you might never actually see any of [...]

The article offers advices on how to invest in software as a self-directed investor to ensure the accurate information of portfolio. These include the InvestSmart's portfolio manager as free program which details the information about portfolio, the user pays in both InvestSmart and Sharesight programs and ASX website to create watchlists to monitor profit or loss.

This article provides a brief overview of retirement planning software programs currently used by individuals and their professional advisors. Such programs are intended to help people decide how to save [...]

The article reviews several personal finance tools including Money3 from Jumsoft, Cha-Ching 2 from Midnight Apps, and SplashMoney from SplashData Inc.

Australian Personal Computer offers demos of financial tools for small-to-medium-sized businesses and personal finance needs on disc 2 of the Jun 1999 apcmag.cd. Included are finance planners, budget tools, account and expense trackers, and loan calculators. Finance programs are briefly described. A comprehensive list of all the programs is provided under a flap on the magazine's cover.

Seven personal finance and small office/home office (SOHO) accounting software packages are described and compared. The former include the following: Intuit Quicken 7 Deluxe, Microsoft Money 99 7.0 and Smartware ChequeBook 95. The latter include: Clarisys 3S Accounting, EzCal 98, Intuit QuickBooks 5.0 and MYOB First Accounts. Packages' strengths and drawbacks are discussed. Prices, telephone numbers and Web addresses are addended.

Offers ways to use a personal computer to handle personal finance. Review of personal-finance software including Microsoft Money 2001 Standard, Microsoft Money 2001 Deluxe, Microsoft Money 2001 Deluxe for Business; Quicken 2001 Deluxe by Intuit, Quicken 2001 Home & Business by Intuit, and Quicken 2001 Suite by Intuit. Web sites that offer advice on personal finance.

The Municipal Securities Rulemaking Board (MSRB) has launched MuniEdPro, a suite of interactive, online courses about municipal market activities and regulations. MSRB said that each MuniEdPro course provides real-world simulations [...]

The article provides ideas from various professionals suggesting what Apple Inc. might be able to create if it took its design initiatives in different directions. Among the suggestions mentioned were an environmentally friendly car with a voice activated voice/video entertainment system, a portable projector that could plug into an iPod and project onto a large screen, or the creation of software that could manage personal expenses, investments and long term financial planning.

Software picks for the smooth-running office If you're planning to ring in the New Year with a better way to run your business and organize personal information, your PC can […]

James A. Martin When it works, electronic bill paying is a snap, but sometimes just mailing a check is easier. It was just after midnight. I was on a cross-country […]