Discover how to accurately calculate beta in Excel, understand its importance in finance, and ensure consistency by choosing the correct time periods for data analysis.

The most talked-about retirement rule of thumb just got a serious update. Bill Bengen, the financial planner who popularized the now-legendary "4% rule," has revisited his calculations. His latest ...

What Is the Sustainable Withdrawal Rate? The sustainable withdrawal rate (SWR) refers to the amount of money that can be withdrawn annually from a retirement portfolio without significantly reducing ...

Have you ever opened an Excel file and felt a pang of unease? Rows upon rows of data, cryptic formulas sprawled across cells, and a tangle of manual formatting that seems one misstep away from chaos.

Microsoft has launched AI agents for Word, Excel, and PowerPoint. The agents are available for business and individual subscribers. Now accessible on the web, the agents will expand to the desktop.

Learn how to calculate the present value of various bond types using Excel, including zero-coupon, annuities, and continuous compounding bonds, for informed investing.

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...

Accumulating a substantial portion as retirement corpus is a huge milestone. However, it can become meaningful only if the corpus is managed judiciously, ensuring it lasts for at least three decades ...

CHICAGO, IL, UNITED STATES, October 2, 2025 / EINPresswire.com / -- Medical Liability Monitor today announced the release of its 2025 Annual Rate Survey special issue, the industry’s most ...

Dana Miranda is a Certified Educator in Personal Finance, creator of the Healthy Rich newsletter and author of You Don't Need a Budget: Stop Worrying about Debt, Spend without Shame, and Manage Money ...

On this episode of The Long View, Dana Anspach, founder and CEO of Sensible Money, and Fritz Gilbert, retirement blogger, creator of The Retirement Manifesto, and author of Keys to a Successful ...

A number of seemingly insignificant details can sabotage an otherwise successful retirement financial plan. That’s the lesson I draw from a detailed analysis of Bill Bengen’s new book, A Richer ...