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Articles tagged: Financial Management
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
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
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
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
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
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
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