A version of this article was published in June 2017. Some financial advisors prepare complicated investment policy statements for their clients, complete with appendixes, footnotes, and legal ...

An income statement is your business’s bottom line: your total revenue from sales minus all of your costs. Financial data is always at the back of the business plan, but that doesn’t mean it’s any ...

An essential financial document that reports revenue, expenses, gains, and losses David Kindness is a Certified Public Accountant (CPA) and an expert in the fields of financial accounting, corporate ...

Editor's note: This article originally ran on Oct. 2, 2017. University of Chicago professor Harold Pollack gained some well-deserved attention for his "financial advice on an index card" concept. His ...