We show you how to create a budget or personal finance dashboard in Excel to keep your expenses in sync with reality. Useful ...

Discover the essentials of XIRR, a powerful tool for accurately measuring investment returns adjusted for time value.

Learn how Excel functions can act as data using LAMBDA, LET, and BYROW, so you reuse logic and cut formula edits.

Learn how to display text next to a sum in Excel, making your spreadsheets clearer and more professional. Perfect for reports and dashboards. #ExcelTips #ExcelTutorial #DataAnalysis #Formulas ...

Master calculating cost of equity in Excel using CAPM. Discover step-by-step guidance on market return, risk-free rate, and ...

David Kindness is a Certified Public Accountant (CPA) and an expert in the fields of financial accounting, corporate and individual tax planning and preparation, and investing and retirement planning.

Life annuities have never been popular in Canada, even when payouts were higher than they are now. It seems most retirees ...

For some, ULIPs may seem like complex products, with the market-linked returns, fund choices, and different kinds of charges. And trying to mentally guess what your investment might grow into after 10 ...

Our calculator shows how much tax you'll pay in the 2025-26 tax year, and the upcoming 2026-27 tax year, whether you take your whole pension pot, or a chunk of it as a lump sum, with a mind to taking ...