Most people think of Excel as the ultimate number cruncher and the go-to tool for managing budgets, financial planning, sales ...

You don’t need to build an “elaborate, custom-built Excel spreadsheet,” he offered ... While you do want to consult with an ...

Download the best free go to market strategy templates for monday.com, ClickUp, Asana, Trello, Excel, and Google Sheets.

If you want to take control of your holiday spending, this budget planner is right for you. While there is no shortage of ...

Is it possible to bounce back from the brink of bankruptcy to carve out a strong financial base for oneself? The answer to that question is yes, provided one has access to sound financial advice ...

Geltrude, who is an accounting professor at Montclair State University, told Scripps News that while in your 20s and 30s you must have a commitment to financial planning, it can look a bit different ...

For some, it involves placing stop-losses on trades or rebalancing portfolios toward cash during a bear market. In financial planning, however, it’s about identifying risks to retirement and deciding ...

Do you need to make changes in your investment portfolio before the election? As a financial planner, here's what I see as things to do (and what to avoid). You have good reason for holding the ...

Financial Planning polled 213 respondents for its Fall 2024 Election Survey and asked which election outcome would be best for the country overall. And while there were some deviations ...

As a financial planner, my top two favorite cash-back credit cards right now are the Wells Fargo Active Cash Card and the Chase Freedom Unlimited. I prefer these cards because they offer ...

There will always be more exceptions than rules because of one immutable law of financial planning: Every person and household is unique—and requires a unique mix of strategies. Why can I stand ...