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What a Baby Boomer Wife Needs to Know About Her Family’s Finances.

03/15/2017

“Boomer women” traditionally did not involve themselves—and their husbands often failed to invite them to partake—in the family’s financial decision-making. That’s a major problem. Here’s how to fix it.

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Breaking Up is Hard to Do—Common Issues and Strategies in Business Divorce

03/10/2017

  The plain-English guide to preventing—or at least surviving—a business divorce.

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From the Financial Poise Family of Websites


Protect Your Money: Learn from Damage Repair Scam Victims

March 08, 2017

Getting Scammed Is Easier Than You Think   A punishing Nor’easter storm moved through town in the early winter. Selena and Steve Simpleton suffered unexpected consequences...

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Business Borrowing Basics — Negotiating A Loan Agreement

March 07, 2017

CASH IS KING for businesses, especially those just getting off the ground. It’s rare that a company can simply operate from cash flow without short-term borrowing from time to time...

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Fraudception: Fake plaintiff files fraudulent fraud claim

March 06, 2017

  A litigation finance company sues for fraud relating to fraudulent litigation.

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Scary Word(s) No. 11 – Debt, Collateral, Covenants, Guarantees and More

March 03, 2017

Understand the definitions that distinguish your banking terms…before you sign the dotted line.   by Yesenia Cardona, Charles Saydek and William Ryan EinserAmper   If you ever read (and I mean read, not just signed) a bank loan or revolving credit agreement, then you know the document can be a little overwhelming...

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How to Invest and Live with Intent: Plant-Based Diets and a Cleaner Climate

March 02, 2017

  As consumers seek sustainable long-term food alternatives, capital floods into the market to fund companies that develop solutions.

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New Revenue Recognition Standards to Impact Wide Array of Business Practices

February 09, 2017

    By Hogi Kurniawan, CPA, Audit Senior Manager, Haskell & White LLP       The Financial Accounting Standards Board (FASB) recently changed revenue recognition standards, introducing many new aspects that accountants need to understand as they advise their clients in 2017...

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Will President Trump Repeal the Estate Tax?

February 08, 2017

The Republican tax reform plan may have bigger fish to fry   by Michelle M. Huhnke      Since President Donald J. Trump took office, controversy surrounding his executive orders and cabinet appointments have muted attention to another polarizing issue—tax reform...

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In Trump Administration, Private Placement Insurance Has a Rising Role

February 08, 2017

If you don’t know private placements, you should now. Here’s why:   by Gerry Nowotny, J.D., CLU, ChFC, CFP   This article introduces the private placement life insurance industry and reveals planning opportunities for its products in a Trump presidency—especially in light of his proposed tax reforms...

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Scams Against Seniors

February 08, 2017

Unfortunately, the elderly are frequent targets of fraud. Here’s how you can protect yourself and your family.   by Michelle Gershfeld Visit her website at www...

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CIRCULAR CAUSALITY: Easy Tool to Win Friends and Influence People

February 06, 2017

Take control of your personal and business relationships, and stop letting other people control your emotions.   by: Carrie Weiner Rosenbloom     Blame...

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Stratifund Rates 98 Crowdfunding Investments

November 24, 2016

Six months after the launch of Regulation CF, NextSeed and Wefunder are the portals with the highest-rated Reg CF offerings, on average. By David M...

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‘Investing in Commercial Real Estate,’ Ep. #3 of the Webinar Series ‘Real Estate Investing 2016,’ Premiering Nov. 30, 2pm CST

November 18, 2016

Financial Poise™ Webinars and West LegalEdcenter are pleased to announce the November 30th premiere of a new webinar, “INVESTING IN COMMERCIAL REAL ESTATE,” designed to introduce attorneys and business owners to the entire process of real estate investment...

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Rethinking Hedge Fund Performance and Fees

November 16, 2016

Editor’s note: The hedge fund industry is facing tough times. Financial Poise reported in September that an increasing number of America’s biggest pension funds and endowments are complaining about fees and underperformance, and Bloomberg weighed in on the same issue last week...

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7 Practical Considerations When Making Charitable Donations

November 09, 2016

By Andrew S. Katzenberg   You may desire to be philanthropic, but just handing over money may not be the best way for you to give. There are a myriad of issues that every donor should consider before making a substantial gift to a charity...

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