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Articles tagged: Financial Management
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
‘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. Read More
‘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. Read More
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. Read More
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. Read More
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. Read More
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. Read More
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. Read More
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? Read More