Tracking every penny in and out of your account may seem like shrewd money management, but sometimes doing all that work is ...

The championships, held on Dec. 4, were hosted by the Financial Modeling World Cup, which was founded by Latvian Andrew Grigolyunovich in 2020. The Excel championships’ first live event took place in ...

Excel proficiency is a must-have for students entering any field. But let’s be honest: learning spreadsheets doesn’t have to ...

Get a quick view of what to expect in the coming year using Excel's Forecast Sheet tool. It creates a chart based on any data ...

Many online brokerages and financial institutions offer 401(k) rollovers; some will even pay you to transfer your employer-sponsored plan to an IRA. You can fund a self-directed IRA using ...

If you’re looking for a financial advisor or planner, learning about their credentials can help you choose the right one for your needs. Working with a financial advisor or financial planner can ...

More than half (53%) of investors believe that having a written financial plan is important, up from 41% of retail investors as of year-end 2014, according to new research from Cerulli Associates ...

Lay the groundwork for a monthly budget by compiling these financial records, as well as info on credit card debt, pension contributions and one-off spends. See our six tips before starting your ...

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 lakh. Any cess/surcharge is not ...

For many Canadians, taking the initiative to seek advice or create a financial plan is a key step on the way to achieving their goals. But following through on that advice may be another matter.