Financial Poise

Articles tagged: Financial Management

Sunk costs

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.

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Divorce

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.

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Business Lender Relationship

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.

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Alternative Banking

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.

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Long-term Care

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?

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Best Books on Investing

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.

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Family Wealth Preservation

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.

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Family Offices and Managing Private Wealth

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.

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Calculating QBI Deductions

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?

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