Financial Poise

Articles tagged: Financial Management

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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Choosing a Financial Planning Advisor: No Magic Involved

Learn what NOT to do when choosing a financial advisor. Avoid pitfalls, do your research, and find the right expert to guide your investments.

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Free Cash Flow vs. EBITDA for Investment Performance

Understand how to determine ROI using key metrics like cash flow and EBITDA to measure both company and investment performance.

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The Complexity of Real Estate Investment Partnerships

Real estate investment partnerships can be approached in a variety of ways depending on who you’re investing with or why you’re investing.

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Where Should You Retire? The Best and Worst States for Retirees

There are many factors to consider when determining the best state for retirement. We outline the top contenders.

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5 Steps to Investing in Real Estate with a Self-Directed IRA

Want to grow your wealth, diversify your assets and get tax benefits? Using a self-directed IRA to invest in real estate may be for you.

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The Importance of an Integrated Financial System

An integrated financial system allows your business to automate financial processes, keep data current and make better financial decisions.

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Exploring Modern Side Hustles for Educators

Educators shouldn’t need side hustles. In an ideal world, K-12 school teachers would be compensated fully for their invaluable contributions to society. But we don’t live in an ideal world, […]

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The Expected Appetite for Divestments

A divestment allows a company to sell off a subsidiary portion of its business to secure capital for its core business. How can this capital be used to grow a business?

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Tax Cut and Jobs Act: Expectations Met and Unrealized

Expectations were high for the Tax Cut and Jobs Act in 2017. Were those expectations met? How the tax reform actually affects you and your business in 2023.

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