Learn how accounting spreadsheets work with real examples of journals plus when to switch to accounting software.

Build a free 2026 Excel budget file with bank import and XLOOKUP categories, so you track spending and savings without manual ...

Wealth Enhancement reports on AI personal finance assistants like ChatGPT, Gemini, Copilot, and Claude, highlighting their ...

A holistic financial plan goes beyond—here’s how to approach it.

With Endex, you can build a full DCF in Excel, including history, projections, and valuation outputs, producing audit ready ...

Soon after the beginning of a new year, I encourage people to take a snapshot of their net worth. We’ve covered it here ...

Social media can offer advisors opportunities to connect with prospective clients while nurturing relationships with existing ...

Learn how financial modeling projects future performance and supports strategic planning with essential components like ...

The first Saturday episode of each month this year, we will focus on a key component of a financial plan -- including spending, investing, insurance, retirement planning, estate planning, and taxes.

Understanding these terms and what financial literacy is all about helps you to manage your money so your money doesn't ...

Buy or rent? The debate isn’t going away, but Certified Financial Planner Warren Ingram says the real mistake is choosing a ...

If your goal is to save for a down payment for a car in 2026, for example, she says the AI tool could help you break that ...