Managing personal finances effectively requires a combination of precision, foresight, and smart planning. Microsoft Excel offers a robust suite of tools, particularly under its “What-If Analysis” ...

Professionals wanting to branch into financial planning and analysis had better make sure their spreadsheet skills are up to snuff, because a recent study found that more than three-quarters of all ...

What if you could build a fully functional financial model in minutes, without spending hours wrestling with formulas, cleaning messy data, or manually updating projections? With the introduction of ...

CNBC Select has selected the best free budgeting tools for beginners, investors, small business owners and more. (See our ...

The last 20 months of living in the midst of COVID-19, with all its unexpected developments, have been a challenge for many organizations when it comes to planning for the future. But that has also ...

Financial planning involves the interplay of multiple, often complex variables. Think: current and future savings and expenses, projected investment returns, evolving tax rates, debts, windfalls, ...

Financial planning involves the interplay of multiple, often complex variables. Think: current and future savings and ...

A holistic financial plan goes beyond savings and investments to include taxes, risk management, retirement goals and legacy—here’s how to approach it Written By Written by Staff Money Writer, WSJ | ...

Forbes contributors publish independent expert analyses and insights. I’m a founder, writer and lecturer focusing on VC funds. A trader works on the floor of the New York Stock Exchange (NYSE) during ...