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” ...

It’s estimated that there are more than 1 billion people using Microsoft’s Excel in the world today, and a significant part of those are smaller-business people, and of those, 80% lean on the ...

Download this worksheet to help you walk clients through estate planning and achieve better outcomes. Many Canadians don’t put a lot of thought into naming their beneficiaries. They assume the rules ...

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 ...

Need to connect the planning dots about debt when you’re in front of clients? Use this. Looking to save a little money? Here are some easy-to-overlook items that can blow your household budget.