Assessing your financial situation can help you understand your options for creating a steadfast financial future. To outline your finances, a personal financial statement can provide an overview of ...

Tips to help with budget planning and figuring your net worth Many people are surprised when they review their bank or credit card statements and realize how much they've spent. One effective way to ...

SBA Form 413 is typically required as part of an SBA loan application. The SBA uses this form to evaluate your finances. Many, or all, of the products featured on this page are from our advertising ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Khadija Khartit is a strategy, investment, and funding expert, and an educator of fintech ...

Financial statements generally contain sensitive and important data about your business or personal income and assets. Because of the data's importance, you must follow standard protocol when ...

While you may consider a balance sheet to be an essential financial statement for a company, assessing your own personal assets, equity and wealth in a well-laid-out financial report is equally ...

One of the biggest problems most young professionals face is that they do not start saving from the day they receive their first check. If you've just earned that degree and secured the perfect job ...

An income statement is a financial document that details the revenue and expenses of a company. Some investors and analysts use income statements to make investing decisions. The income statement, ...