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2. Pro forma - Wikipedia

   en.wikipedia.org/wiki/Pro_forma

   For example, when a transaction with a material effect on a company's financial condition is contemplated, the finance department will prepare, for management and board review, a business plan containing pro forma financial statements demonstrating the expected effect of the proposed transaction on the company's financial viability.

3. Financial plan - Wikipedia

   en.wikipedia.org/wiki/Financial_plan

   A financial plan is a combination of the individual financial statements and reflect all categories of transactions (operations & expenses & investing) over time. [4] Some period-specific financial statement examples include pro forma statements (historical period) and prospective statements (current and future period).

4. Balance sheet - Wikipedia

   en.wikipedia.org/wiki/Balance_sheet

   In financial accounting, a balance sheet (also known as statement of financial position or statement of financial condition) is a summary of the financial balances of an individual or organization, whether it be a sole proprietorship, a business partnership, a corporation, private limited company or other organization such as government or not-for-profit entity.

5. Taxes: Here's how to know if you need a tax pro - AOL

   www.aol.com/finance/taxes-heres-know-tax-pro...

   The end of the year is rapidly approaching, meaning tax time is around the corner. Maybe this time, you want someone to help you. I recently was a panelist on Yahoo Finance’s series, Financing ...

6. Mortgage and refinance rates for Dec. 27, 2024: Average ... - AOL

   www.aol.com/finance/mortgage-and-refinance-rates...

   See today's average mortgage rates for a 30-year fixed mortgage, 15-year fixed, jumbo loans, refinance rates and more — including up-to-date rate news.

7. Buy now, pay later company Affirm strikes $4B loan deal with ...

   www.aol.com/buy-now-pay-later-company-143852613.html

   Two trendy areas in finance — fintech and private credit — are coming together in a new multibillion-dollar joint venture. Buy now, pay later company Affirm strikes $4B loan deal with private ...