The primary mission of Financial Poise™ is to provide reliable plain English business, financial, and legal education to individual investors, entrepreneurs, business owners, and executives, and to help trusted advisors do the same.
- Home »
- Financial Management
Articles tagged: Financial Management
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
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