Financial Planning: Page 2

Taxes

Act Now on Your Year-End Tax Strategy to Save in 2023

We don't know which tax changes are in store when the next Congress convenes, but business owners should be prepared, as well as aware of benefits that are slated to disappear. Act now before it's too late.

Money & Finance

What to Expect From Working With a Financial Planner

Here are all the ways a financial planner can help you.

Buying / Investing in Business

Everything You Know About Your 401(k) is Wrong. Here's Why and What You Should Do About It

We all need to take control of our financial futures, but it's not enough just to save money. It's critical that we make the right choices based on accurate information.

Money & Finance

There is a New "Conventional Wisdom" Needed in Personal Finance

Both tech-savvy and hard skills are necessary for modern money management

Cryptocurrency / Blockchain

4 Tips for Companies Looking to Enter the Crypto Market

As the crypto industry is maturing, now is the perfect time to enter the market.

Money & Finance

With a Recession Looming and Interest Rates Rising, What's Next for the Economy?

Recent news and updates on the economic state for 2023.

Making a Change

3 Simple Ways to Achieve Personal and Financial Confidence

Gaining confidence is vital to entrepreneurial success. Follow these habits to optimize your confidence.

Health & Wellness

What Would You Do With Your Life If Money Was No Object?

There's no point in wealth if you don't have your health.

Leadership

Your Employees Want This Perk, and Giving It To Them Can Improve Your Bottom Line

At the same time, you can also improve both your employees' well-being and loyalty.

Money & Finance

6 Things You Need to Research Before Creating Your Financial Projections

Financial projections are a key component of your business plan. Learn how to create realistic financial projections that impress investors and lenders and help you build a lasting business.

Money & Finance

You Must Understand This Crucial Retirement Benefit If You Want Your Money to Withstand Inflation — Whether You're 25 or 75

Panicking won't help you retire, but being savvy about what you're entitled to will.

Franchise 500 Annual Ranking

Invest in Yourself With a Financial Services Franchise

Start a business with the potential to help others achieve long-term financial and retirement goals.

Living

We Owe it to Consumers to Foster Financial Literacy

In honor of Financial Literacy Month, here's how brands and banks can help consumers foster greater financial knowledge and confidence.

Buying / Investing in Business

The New Era of Alternative Asset Allocation: 33-33-33

With a surge of alternative investment opportunities now available, one new strategic approach has emerged.

Buying / Investing in Business

What Your Parents Never Taught You About Money

Money is a number one cause of stress, but financial literacy is still one of the few things that we fail to teach our kids.