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 ...

Most advisers say that they provide clients with comprehensive wealth advice, but is that really the case? And if they do provide wealth advice, how is it done? What tools do they use? It is very ...

Excel's Goal Seek feature helps with reverse calculations in financial planning, like CVP analysis. Goal Seek can assist in NPV analysis by determining selling prices to reach certain targets. Using ...

Most advisors say they provide clients comprehensive wealth advice, but is that really the case? And if you do provide wealth advice, how is it done? What tools do you use? It is very difficult to ...