Create a CRM using Excel with dropdown customer selection and FILTER plus XLOOKUP, saving time while keeping leads and deals organized.

If you'd like to incentivize your team, you may consider introducing key performance indicator-based bonuses as part of your firm's compensation structure. This approach ties salary bonuses to ...

Caroline Banton has 6+ years of experience as a writer of business and finance articles. She also writes biographies for Story Terrace. Suzanne is a content marketer, writer, and fact-checker. She ...

Claire Boyte-White is the lead writer for NapkinFinance.com, co-author of I Am Net Worthy, and an Investopedia contributor. Claire's expertise lies in corporate finance & accounting, mutual funds, ...

A will ensures your assets are passed on to the heirs of your choosing. You can complete simple wills using software, but it might be better to hire an attorney if your finances are complex. In ...

A well-designed trust can help save time, paperwork and other headaches when settling an estate. Many, or all, of the products featured on this page are from our advertising partners who compensate us ...