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Articles tagged: Financial Management
5 Rules for Building a Solid Family Office Structure
A solid family office structure requires a quality management team that can protect and sustain a family’s wealth over generations. Read More
The New Normal and the Importance of Trade Credit
The demand for trade credit insurance won’t go back to pre-COVID norms. Learn the importance of trade credit for your customers and business. Read More
Smart Estate Planning: What a Corporate Trustee Provides That a Will Does Not
Setting up a trust to protect your assets can be a smart move, but hiring a corporate trustee may be even smarter. Read More
The Importance of an Integrated Financial System in Your Business Infrastructure
An integrated financial system allows your business to automate financial processes, keep data current and make better financial decisions. Read More
‘Know Thy Numbers’ Installment #4- Cash is King: Cash Gap and Working Capital
The time between cash outflow and cash inflow, when cash is low, is called cash gap. Learn how to calculate and improve your cash gap. Read More
Waistlines and Wallets: How Your Health Affects Your Financial Wellness
Your financial wellness is linked to your everyday health habits. Better nutrition, exercise and sleep can reduce debt and financial stress. Read More
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
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
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
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