As Baby Boomers retire and start drawing down their plans, advisors will also be challenged to plan the "decumulation" phase ...

For example, from Kahneman and Tversky, we learned that we feel the pain of loss (at least) twice as intensely as equivalent ...

In this post, I have hand-picked the top ten free, time-saving Excel templates ... product planning. You can focus on the most profitable projects and plan for demands accordingly during the festive ...