IN the years following the Covid-19 pandemic, Malaysians have become more aware of life’s uncertainties. Many have taken steps to strengthen their safety nets; they are starting to review insurance ...

Clients with proper planning are more confident in spending and giving away money, while those without a plan "wander aimlessly," says Scott Sparks, founder and CEO of Sparks Financial. Army nurse's ...

Tools like Excel and Google Sheets are ubiquitous these days, and learning how to use them more effectively will quickly enhance your daily work. Alas, spreadsheets aren't always the easiest thing to ...

Attorney Dan Hales specializes in estate and business succession planning. He served on the board of the Chicago Crime Commission. He received his J.D. from Northwestern University Law School. Oaktree ...

I grew up in a world where the cheaper option was always the better option. I have spent much of my career as a personal finance expert preaching how to save more, spend less and minimize taxes. Then ...

What if you could build a fully functional financial model in minutes, without spending hours wrestling with formulas, cleaning messy data, or manually updating projections? With the introduction of ...

After you hire an accounting firm to prepare your tax returns, it's hard to know whether they did a good job. You pay for professional expertise and hope you get what you pay for. That's true when you ...

When anxiety created by student debt impacts long-term goals like retirement and savings, advisers can be crucial guides to a better financial future. Nearly three-quarters—74%—of people with personal ...

This article is brought to you by Gregory Ricks & Associates. The One Big Beautiful Bill Act (OBBBA) carries wide-reaching financial implications for governments, businesses and households.

Vikki Velasquez is a researcher and writer who has managed, coordinated, and directed various community and nonprofit organizations. She has conducted in-depth research on social and economic issues ...