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Articles tagged: Financial Management
Don’t Let the Sunk Cost Fallacy Sink Your Business!
Don’t stay on a course of action just because you’ve already put in the time and money. Learn how to overcome the sunk cost fallacy. Read More
4 Steps for Handling Your Finances in Divorce
Divorce is not just an emotional process—it’s a financial one too. Follow these steps to manage finances in divorce and protect your assets. Read More
Managing Your Relationship with Your Business Lender in Times of Crisis
A bump in the road can quickly sour your great relationship with your commercial lender. Here’s how to find help and keep your lender happy. Read More
What the Financial Industry Should Know About Gen Z and Millennial Banking Habits
Millennial banking habits are making financial institutions rethink their strategy, and Gen Z is not far behind in shaping Fintech trends. Read More
‘Know Thy Numbers’ Installment #5: Understanding Accounts Receivable
Improve your accounts receivable collections and increase your cash flow using these helpful calculations. Read More
Long-Term Care Insurance: What You and Your Family Should Know
Everyone should consider long-term care insurance when thinking about the future. Do you know what you need to ask? Read More
The 15 Best Books for Beginner Investors
Intimidated by the world of investing? Don’t be. Read our picks for the best investing books for beginners—or relearn the fundamentals. Read More
2 Crucial Tips for Preserving Multigenerational Wealth
Better multigenerational wealth management requires families to recognize potentially fatal events and treat their wealth as an enterprise. Read More
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
How to Know if You Can Claim the Qualified Business Income Deduction On Your Taxes
The QBI deduction allows owners of most pass-through entities to deduct up to 20% of their QBI on their taxes. Are you eligible? Read More