Category Archives: Financial Education

Tips to Hone Your Personal and Professional Financial Literacy as a Woman

Sue Reynolds August 9, 2021 Each year, August 14th marks National Financial Awareness Day. While women are stepping up to the role of finance both personally and professionally, did you know that nearly one-third of the gender financial literacy gap is attributed to women’s lower confidence levels around the topic? In my house growing up, … Continue reading Tips to Hone Your Personal and Professional Financial Literacy as a Woman

Best Practices for Building Great Financial Models

Michael Zimmel February 9, 2021 Financial models are crucial to the business but building them in Excel can be both complicated and frustrating. Setting up formulas and stipulating conditions takes time. And just when you think your model is water-tight, there is another error. Although errors are unfortunately very common in Excel models, it is … Continue reading Best Practices for Building Great Financial Models

How to Start Planning for Your Financial Future Right Now

Ryan Ayers September 29, 2020 The COVID-19 pandemic hasn’t done too many people favors, financially, but it has led to a little more “me time” for most people outside of the healthcare community due to stay-at-home orders and similar restrictions aimed at flattening the curve of the virus. Regardless of how your finances may or … Continue reading How to Start Planning for Your Financial Future Right Now