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scenario planning with excel
Posted inTools

Scenario Planning with Spreadsheets: How to Model Your Financial Future

When thinking about money, many people focus only on their current budget or a single financial plan. The problem is that life rarely unfolds exactly as expected. Job changes, market swings, inflation spikes, or health issues can> > > >
April 5, 2025
balance cash access
Posted inInvesting Strategies

Liquidity vs. Longevity: How to Balance Cash Access with Long-Term Growth

One of the biggest challenges in personal finance and investing is managing the trade-off between money you can access quickly and investments that grow steadily over time. Liquidity—the ease of converting an asset into cash—is essential for> > > >
March 22, 2025
data for entrepreneurs
Posted inTools

The Entrepreneur’s Data Stack: How to Turn Numbers into Decisions

Running a business in 2025 is easier in some ways and harder in others. On the one hand, solopreneurs and small teams have access to powerful tools once reserved for big corporations. On the other, the amount> > > >
March 16, 2025

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