Financial Poise

Articles tagged: Financial Management

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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Trade Credit Insurance During COVID

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.

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Hiring a Corporate Trustee

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.

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Using Integrated Financial Systems

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.

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Calculating Cash Gap

‘Know Thy Numbers’ Installment #4- Cash is King: Cash Gap and Working Capital

The time between cash outflow and cash inflow, when cash is low, is called cash gap. Learn how to calculate and improve your cash gap.

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Finding health and financial balance

Waistlines and Wallets: How Your Health Affects Your Financial Wellness

Your financial wellness is linked to your everyday health habits. Better nutrition, exercise and sleep can reduce debt and financial stress.

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person holding 100-dollar bills, symbolizing cash allocation and cash on hand

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.

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woman laughs with delight looking at her business plan, representing following your dreams

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.

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young woman shows her grandmother financial tips for widows on her iPhone

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.

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a baby boomer woman, representing women and the great wealth transfer

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?

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