We use it for budgeting, data entry, and maybe the occasional pivot table. But what if I told you there's a whole other world ...

In a quest to cut down on all the busywork it takes to create and update spreadsheets, I discovered artificial intelligence ...

and smart planning. Microsoft Excel offers a robust suite of tools, particularly under its “What-If Analysis” feature, designed to simplify financial decision-making. These tools empower you ...

Every April we celebrate Financial Literacy Month to promote financial education and well-being in the United States. Financial Literacy Month also serves as a reminder that Social Security is a ...

Developing financial skills and confidence is crucial for practice managers to manage budgets, mitigate risks and ensure the ...

Face it, we live in a world driven by instant gratification and short-term thinking, the idea of a written financial plan may seem unnecessary or overwhelming.

One common deterrent to investing through a 529 plan is the concern that assets in a 529 account will reduce financial aid eligibility. While it’s true that 529 assets have an impact on ...

Discover Quadratic, the free open-source spreadsheet platform combining AI, real-time data, and programming for smarter ...

This article was expert reviewed by Jovan Johnson, MBA, CFP®, CPA/PFS, and founder of Piece of Wealth Planning LLC. Looking for a trustworthy financial advisor? Look no further. For this list ...