Have you ever found yourself staring at a growing dataset in Excel, wondering how to make sense of the numbers without spending hours manually updating formulas? Whether you’re tracking monthly sales, ...

If you track your daily earnings using an Excel spreadsheet, you can use the same spreadsheet to estimate your projected earnings over any time period. Using Excel's "AVERAGE" function, you can ...

Have you ever found yourself wrestling with Excel formulas, trying to calculate moving averages or rolling totals, only to end up frustrated by the constant need for manual adjustments? You’re not ...

Samantha (Sam) Silberstein, CFP®, CSLP®, EA, is an experienced financial consultant. She has a demonstrated history of working in both institutional and retail environments, from broker-dealers to ...