Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. No matter how out of shape you feel financially, there are steps you can take ...

Projecting the three statements in a financial model is crucial for several reasons, such as preparing a comprehensive financial forecast for a company to assess expected financial performance, ...

Artificial intelligence (AI) offers financial institutions the opportunity to enhance operational efficiency, customer experiences and financial and other risk management. However, these models must ...

What if you could predict a company’s financial future with precision, make data-driven decisions, and impress stakeholders, all using one tool? Excel, often underestimated as a simple spreadsheet ...

It's time to stop chasing net worth and start chasing real worth. The question to ask yourself is: Does my financial plan support the life I want to live? Here's how to craft a plan that supports your ...

Personal financial planning refers to the systematic and dynamic process whereby individuals optimize their financial resources (taking into account various financial risks and future life events) to ...

As the healthcare industry focuses on the efficiency, cost-effectiveness and quality of healthcare services, new payment models like bundled payments and accountable care organizations are becoming ...

Social media has made it easier for financial gurus to establish themselves, but few of them have a legacy that matches Dave Ramsey. The Tennessean has been helping people with their money since 1991, ...

A holistic service model extends beyond the traditional services scope (tax preparation, financial reporting) to incorporate recurring, proactive advisory services (financial advisory, strategic ...

“Entitlement program” is a catch-all term used for U.S. federal government programs that provide benefits—often financial benefits—to certain qualifying citizens. For those entering their retirement ...