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Protect Your Money: Learn from Damage Repair Scam Victims

March 8, 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. The next day, a damage survey showed extensive damage to their home. An old oak tree lifted straight out of the ground and landed across their deck. Shingles ripped […]


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Business Borrowing Basics — Negotiating A Loan Agreement

March 7, 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 6, 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 3, 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.   To read this article, click […]


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

March 2, 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 9, 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. Even though these standards won’t take effect until 2018 (for public companies) […]


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Will President Trump Repeal the Estate Tax?

February 8, 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. The news cycle is dominated by the drama of potentially repealing the Affordable Care Act, […]


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In Trump Administration, Private Placement Insurance Has a Rising Role

February 8, 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.   Overview—Does anybody really know what time it is?   […]


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Scams Against Seniors

February 8, 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.GetFinanciallyFit.com or contact her at Michelle@GetFinanciallyFit.com   OVER LUNCH LAST week, two of my female colleagues told the same story, each with a different twist. Both women have mothers in […]


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CIRCULAR CAUSALITY: Easy Tool to Win Friends and Influence People

February 6, 2017

Take control of your personal and business relationships, and stop letting other people control your emotions.   by: Carrie Weiner Rosenbloom     Blame. It may make us feel exonerated, but it does not serve to resolve personal conflict. Once you know that it is someone else’s “fault” what have you accomplished? Blame rarely creates […]


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Could the Bugs in Your Stomach Be at the Center of Your Health?

February 2, 2017

A Financial Poise Column about the travels and learning of a food tech investor.   by Tyler Mayoras   Why you should give up diet soda, limit antibiotic use and start eating fermented foods   Over the last five years, there have been key research breakthroughs in the link between gut health and your brain, immunology […]


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Bringing a Fraud Claim: Is Time on Your Side?

February 2, 2017

By Adam Hirsch named a Super Lawyers “Rising Star” Learn more here   The statute of limitations on your fraud claim may depend on when you knew (or learned) about the fraud.   When did you know? If you are an (alleged) victim of fraud, you are going to be asked this question. If your […]


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Stolen Mail: What to do when you’re the victim of identify theft

February 1, 2017

by Michelle Gershfeld Visit her website at www.GetFinanciallyFit.com or contact her at Michelle@GetFinanciallyFit.com         Lila was surprised to see a police car pull into her driveway on a rainy Saturday afternoon. Everyone was home, so she did not panic. The police officers told her that her postal deliverer, the Postman, made a […]


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Scary Word(s) No. 10 – Commitments and Contingencies

January 31, 2017

by Yesenia Cardona, Charles Saydek and William Ryan EinserAmper In our last installment, we learned all about Accrued Expenses: that accrued expenses are necessary when your business incurs costs, but your vendor has not yet sent an invoice. Today, we explore a lesser-known topic: Commitments and Contingencies    What is that strange line on the balance sheet? Many […]


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Start-Up Business: Essential Tips from Experts and Entrepreneurs

January 25, 2017

by Financial Poise Editorial Staff   GREAT COMPANIES FAIL for lots of reasons that have nothing to do with their products or services. Coming up with a great idea is difficult; turning that idea into a business is even harder. We consulted members of the Financial Poise Faculty—each a professional advisor or successful entrepreneur—to discuss […]


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