Financial Poise

Articles tagged: Financial Management

male and female business person meeting, representing fiduciary obligations

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.

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mansion celebrating wealth management and the principles of family offices

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 […]

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Business District representing financial statements

‘Know Thy Numbers’ Installment #3: Types of Financial Statements

From the statement of income to the statement of cash flows, here’s how various types of financial statements present a bigger picture of company health.

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a calculator which says Don’t leave numbers to the accountant. If you don't know your numbers, you don't know your business. 

‘Know Thy Numbers’ Installment #1 – Welcome to the Jungle, an Introduction to the Series

Don’t leave numbers to the accountant. An introduction to accounting and its basic concepts can equip you to make better business decisions. 

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monk with children, symbolizing charitable giving

Using Your Assets for Good: Incorporating Charitable Giving into Your Financial or Estate Plan

Charitable giving is a rewarding process, but donors should be aware of the tax implications (and benefits) of each philanthropic approach.  

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Beach retirement, the outcome of selling your business with representations and warranty insurance

Rep & Warranty Insurance: How Does it Protect the Sale Process?

Representations and warranty insurance can speed things along when selling your business, avoiding getting backed up in an escrow nightmare.

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Woman sits with drink in a coconut, symbolizing a business that has shed its owner dependence

Reaching Graduate Level: Eliminating Owner Dependence

All owners hope that their business can run efficiently while they are away. Eliminate owner dependence with strategies to build skilled management.

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A couple clinks cocktails on a beach, signifying successful retirement planning

Should I Stay or Should I Go? The Financial Planning Process Will Tell If You’re Ready to Exit

George and Gracie want to retire, but selling Gracie’s business may not provide enough income. Here’s what they learn during the financial planning process. 

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Couple vacations at a waterfall, symbolizing the importance of finances in marriage

Finances in Marriage: 3 C’s to Address Discontent

Even with your life’s partner, money conversations are hard. Communication, collaboration and control are your keys to a harmonious shared future.

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waves crashing on rocks represents the rocky shore of stock market vulnerability.

Worried About Stock Market Volatility? Don’t Panic, Say Experts

Stock market volatility and talk of a payroll tax cut have sparked fear of recession. Should you shed shares or keep playing the long game?

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