Financial Poise

Articles tagged: Financial Management

person holding 100-dollar bills, symbolizing cash allocation and cash on hand

Building the Best Strategy to Drive Cash Allocation

Do you have too much cash on hand? Cash allocation decisions are some of the trickiest for small businesses to face – make your cash work as hard as you do.

Read More
woman laughs with delight looking at her business plan, representing following your dreams

Time, Money, Happiness: The Risks and Rewards of Following Your Dreams

Following your dreams can be risky—and scary. Follow these three steps for evaluating your passion project and calculating the opportunity costs of your decisions.

Read More
young woman shows her grandmother financial tips for widows on her iPhone

6 Financial Tips for Widows in the Age of Coronavirus (COVID-19)

An aging population and global pandemic bring need for emotional and financial help for widows. Here are 6 financial tips for widows and widowers.

Read More
a baby boomer woman, representing women and the great wealth transfer

The $68 Trillion Great Wealth Transfer Is Coming: What Most Advisors are Missing

The great wealth transfer from boomers to millennials is just around the corner, but are financial advisors overlooking boomer women and wealth?

Read More
sand slipst hrough a brown hourglass, representing the need for private placement life insurance

In Wake of Tax Reform, Private Placement Life Insurance Has a Rising Role

Trump’s tax reforms eased tax rates on America’s wealthiest, which means opportunities in the private placement life insurance marketplace.

Read More
a man and a woman sit on a park bench, in an obvious fight, representing splitting assets in divorce

Finances in Divorce: Dealing with Transition

Divorce affects nearly 50% of the population. Learn more about protecting and splitting assets in divorce and in subsequent marriages.

Read More
A Macbook Pro, representing digital estate planning

What is Digital Estate Planning?

What happens to your digital assets when you die? Digital estate planning can safeguard your online assets and protect your digital legacy. 

Read More
a woman shops at a second hand shop, embodying budgeting tips an frugal living

Frugal Living is in Reach — Avoid These 6 Spending Mistakes to Save Money

These 6 costly mistakes may be keeping you from frugal living. Get budgeting tips from the house to the gas station that will help you save.

Read More
An elderly woman and her granddaughter excitedly examine their stock portfolios on the granddaughter's phone, as they discuss tax strategy and variable annuities

Multi-Generational Tax Strategy for High Net Worth Families

To protect wealth for future generations, high-net-worth families shoud consider private placement variable annuities in their estate planning tax strategy.

Read More
A restaurant like the one pictured may be requesting the landlord make rent concessions in response to coronavirus/COVID-19

Requesting Rent Concessions in Response to Coronavirus

Business owners may need to seek rent concessions during the COVID-19 crisis. What’s the best way to request rent help or rent abatement from your landlord?

Read More
1 2 3 7
>