Financial Poise

Articles tagged: Financial Management

Money Basics Series #1: How to Read Your Credit Report and Choose Bank Services

The first step to financial planning is knowing where you stand with money. Get tips on choosing bank services, and learn how to read your credit report.

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Reaching Graduate Level: Eliminating Business Owner Dependence

All owners hope that their business can run efficiently while they are away. Eliminate owner dependence with strategies to build skilled management.

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10 Ways to Save on College Costs

Recent legislation attempts to clarify parents’ true cost of college. With some care and preparation, you really can save on college costs.

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‘Know Thy Numbers’ Installment #1 – Welcome to the Jungle, Series Introduction

Don’t leave numbers to the accountant. An introduction to accounting and its basic concepts can equip you to make better business decisions. 

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Financial Planning for Retirement — Should I Stay or Should I Go?

Can Your Business Income Provide for Retirement? Business owners thinking about selling their businesses struggle with one major uncertainty. Will the proceeds allow them to walk away comfortably? Experts say […]

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What is the ROI for a Private Company Board of Directors?

The value of a high-performing board of directors is obvious to a business owner when the process is well managed. Identify the different ways to create an effective board of directors that will strengthen your company.

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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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Requesting Rent Concessions in Response to Coronavirus

Business owners may need to seek rent concessions during the COVID-19 crisis. What’s the best way to request rent help or rent abatement from your landlord?

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Making Charitable Donations: Seven Practical Considerations

Being Selfless While Also Watching Out For Your Wallet You may desire to be philanthropic, but handing over money may not be the most effective way to make charitable donations. […]

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What Investors Need to Know about Equity Crowdfunding: Part 2

There is considerable potential in equity crowdfunding, but all investors should be aware of the advantages and disadvantages to such investing.

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