Microsoft Excel is one of the most powerful and versatile tools available for both personal and professional use. While many people use Excel simply for creating spreadsheets and performing ...

As a financial planning expert that has been in the industry for over 30 years, I deal with the psychology of money.

Take control of your finances and achieve your savings goals with this straightforward 52-week challenge that anyone can follow.

Explore the top 5 budgeting and forecasting software of 2025 designed to streamline financial planning, enhance decision-making, and improve operational efficiency for businesses of all sizes.

For this list, we didn't consider online advisors that match clients and advisors for comprehensive financial planning services, such as Zoe Financial or Facet Wealth. Instead, we focused on tech ...

Image: Monday.com This goal-setting template is great for executives, managers, and team leaders. It’s set up for quarterly goal planning ... is available for free for Excel, Word, or PDF ...

If your resolution is to hire a financial planner, this free tool from our partner Distl can help match you to financial advisers. And if you’re looking for exactly what your money resolution ...

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 ...

Andy Smith is a Certified Financial Planner (CFP®), licensed realtor and ... or one of the many available free or inexpensive budgeting software programs. 4. Review Your Debt Review your progress ...

Plan content for an entire year with Smartsheet’s free Google Sheet’s content planning template. Image: Smartsheet.com It even comes preloaded with major holidays so you don’t have to adjust ...