The best way to make the most of your money is to understand how you earn, spend and save. One of the best tools for this is a personal financial statement listing all the relevant information. If you ...

What Else Do Financial Records Include? Other than the most common line items found in financial statements, investors can also read the lesser known items, such as the footnotes, which often contain ...

The AICPA released an exposure draft (tinyurl.com/nam43yy) of a proposed Statement on Standards in Personal Financial Planning Services on June 11 as part of an ...

Time can pass quickly and sometimes we neglect the tasks that are most important. The end of the year is a good time to review personal financial planning items that may affect you for the year to ...

Q. I often perform horizontal, vertical, and trend analysis for clients. Each time revised financial statements arrive, I find myself recreating formulas, rechecking ranges, and confirming that ...