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Articles tagged: Financial Management
Money Basics Series – Part 4: Medical Debt and Overwhelming Financial Matters
Some debt is beyond our control, such as medical debt. Protect your assets when you owe more than you have, and negotiate your debt without shame. Read More
Money Basics Series – Part 3: Debt Management and Credit Card Spending
Debt management starts with tracking and reducing credit card debt. Form better spending habits with these tips and tricks. Read More
Informal Estate Planning: Non-Probate Property
Did you include planning for non-probate property in your informal estate planning? Learn why this is an essential step in setting your affairs in order. Read More
The Purchase Agreement Essentials: Representations and Warranties
Protect Yourself During the Buying and Selling Process The representations and warranties section of the Purchase Agreement is one of the most negotiated sections of any agreement between a buyer and a seller. It covers statements of fact and promises about what is sold. The seller will make several representations and warranties about the target […] Read More
Money Basics Series – Part 2: A Painless System of Budgeting
Personal Finance Fundamentals Every Adult Should Know Now that you’ve checked your credit score and chosen your bank, you can better identify areas where you need to improve your finances, as well as your avenues for saving and depositing money. Next you need a system of budgeting. It’s time for the next crucial financial planning steps: […] Read More
Money Basics Series – Part 1: How to Read Your Credit Report and Choose Bank Services
The first step to financial planning is knowing where you stand with money. Get tips on choosing bank services, and learn how to read your credit report. Read More
Making Charitable Donations: Seven Practical Considerations
Being Selfless While Also Watching Out For Your Wallet You may desire to be philanthropic, but handing over money may not be the most effective way to make charitable donations. Donors must confront many issues before making substantial gifts to a charity. If you’re considering making a donation to a nonprofit, here are seven practical […] Read More
How Not to Buy Pre-IPO Shares Back Then: What About Today?
It’s A Whole New World We have published a number of articles to help investors understand how to purchase pre-IPO shares and the potential risks and rewards of doing so. The Beginning Our first foray into the area was an article written by Robert Rapp, “A New Private Trading Platform for Restricted Securities: Liquidity for […] Read More
My Financial Advisor Has Money Troubles: Fiduciary Obligations and Your Right to Know
Does your advisor have fiduciary obligations that require disclosure? Know how your investments may be affected by your financial investor’s money issues. Read More
What is a Family Office?
Private Wealth Management for Well-To-Do Families Family offices date back to the 19th century, when the likes of John D. Rockefeller and other tycoons spearheaded them as effective tools to manage their sprawling fortunes. What is a family office? Traditionally, it’s a private company whose purpose is private wealth management for families with more than […] Read More