Learn how to use Excel to schedule prison haircuts exclusively on Saturdays. A clever trick for planning and keeping routines ...

How artificial intelligence is democratizing sophisticated financial planning and reshaping the $18 billion market landscape ...

ChatGPT is also super-effective as a tutor for learning advanced features in Google Sheets and Excel. For all the same ...

With regulations tightening and revenue streams growing and diversifying, financial planning has become as vital to a club’s ...

Simplify Excel file sharing and exporting. Learn how to collaborate in the cloud, email files, and manage formats with ease. Save, export & share files ...

Welcome to "Show Me Your Stack," a series from Financial Planning in which we interview those who deliver financial advice to learn what tools they rely on to make it happen. Rising client ...

The good news: This is a great time to diversify. If, like many American investors, your portfolio is heavily weighted toward ...

Liz Weston, Certified Financial Planner, is a personal finance columnist for NerdWallet. Questions may be sent to her at 3940 ...

The next generation of finance professionals must not only master the fundamentals but also develop skills in data analysis, ...