Finance
How to Build Stronger Finance Teams With Fractional CFO Services
Today technology can change finance departments for the better, and advanced technologies are having a massive effect on traditional practices. Things like routine data processing are streamlined to become powerhouses of insights and efficiency, combined…
How Financial Advisors Personalize Investment Strategies for High-Net-Worth Retirees
Financial advisors play a pivotal role in devising the right investment strategies for high-net-worth retirees, a demographic that often demands keen attention to detail and a deep understanding of complex financial landscapes. These individuals typically…
Top Benefits of Joint Life Insurance in 2024
We often see life insurance as a one-person policy that provides financial protection for a person – usually the main earner of a family/couple. But in reality, two people can get cover under a single…
Real Estate Investing Tax Benefits: Maximize Returns While Minimizing Liabilities
Real estate investing is a great way to diversify your portfolio and generate relatively passive income. There can be significant real estate tax benefits, as well. Although each individual situation is unique—and it’s always a…
5 Strategies to Boost Your Retirement Savings
You’ve built your own business and ready to pass the keys to others, or you’re winding down your employed career. Whether your retirement date is fast approaching or you still have a few years to…
Navigating Business Assets in High Asset Divorces
Business assets encompass a wide range of properties and holdings, including sole proprietorships, partnerships, and corporations. Valuing these assets accurately is essential for determining each spouse’s entitlements during divorce proceedings. Various valuation methods are commonly…
3 Essential Insurance Facts Your Small Business Must Know
Understanding the coverages offered by insurance policies can help your small business survive in the event of an accident. In a time when every penny counts due to inflation and shrinkflation, there is an unexpected…
How to Weather a Market Downturn (Video)
The stock market goes through natural cycles of ups and downs. Recent years have seem remarkable growth in stocks, but it’s inevitable that eventually we’ll experience a market downturn. That doesn’t just impact your personal…
What to Expect When Prepping Your Businesses Taxes
Prepping your small business taxes is never fun. The first time you try to do it, the experience can also be overwhelming. If you thought filing personal taxes was challenging, you’re sure not going to…
5 Tips for Navigating Business Credit Card Fees
Business credit cards are a great tool for entrepreneurs looking to manage cash flow and earn rewards. However, all those benefits can come with hefty business credit card fees. Learning how to understand and navigate…
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