Recent changes in my healthcare coverage choices compelled me to scrutinize offerings once again, despite being happy with the prices and plans I’ve had in the past. During this process, I discovered ways to earn more than $3,000 through company and government incentives linked to healthcare coverage.
Brokerage firms and advisors may give you information on investment results. But in many cases, these numbers aren’t personalized to your portfolio or tell an incomplete story, giving you overall returns but not annualized ones. You can easily calculate your annual investment returns using IRR functions in Excel. Here’s what to know and how to set up the spreadsheet to get started.