Building a financial plan month by month can help you create a manageable path toward achieving your financial goals. It allows you to break down your larger financial objectives into smaller, ...

In today’s fast-paced business environment, efficient and accurate financial reporting is crucial for making informed decisions. Manually consolidating and transforming financial data from multiple ...

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 ...

To Excel or not to Excel? That is the question of our times. Here, now, in the new roaring 20s, this 21 st-century dilemma vexes businesspeople of all stripes. In the early 90s, Microsoft’s Excel ...

When you dive into Excel, you quickly realize the power it holds for data analysis and prediction. Two of the most potent tools at your disposal are the TREND and FORECAST functions. These functions ...

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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 ...

Now that most of us have filed our tax returns, it can be very tempting to move on. But that return is more than a historical document — it’s a detailed snapshot of your financial life, and when ...