Financial Planning
6 Common End-of-Year Financial Mistakes Entrepreneurs Make — and How to Avoid Them
Steer clear of these common year-end money mistakes, and keep your business on track to meet its goals.
Young People Should Take 2 Steps If They Want to Buy a House Without Generational Wealth, Says Financial Educator Who Paid Off $50,000 Debt in 2.5 Years
Giovanna Gonzalez, The First Gen Mentor and author of 'Cultura and Cash,' reveals how to improve net worth despite a "different starting line."
Setting Your Business Up for Success Through the Rest of 2024
CFO's mid-year update: Understanding the latest trends and regulations impacting business finance.
Why Your Business Should Practice Continuous Accounting: How CFOs Can Make the Switch
Continuous accounting makes closing the books a source of valuable insights — not frustration.
The CFO's Daily Checklist: 10 Strategies to Be More Efficient and Effective
Join us for this free webinar and learn concrete strategies that you can use to manage yourself and others as a financial professional ... and so much more.
4 Cash Flow Trends To Know About in 2024
Effective cash flow management is pivotal for sustained success. What changes can businesses anticipate and leverage from these trends to improve their financial strategies and successfully adapt to the changing landscape?
The CFO Agenda: Strategies and Ideas to Prepare You to Make the Best Decisions in 2024
Join us for this free webinar to help set your business's financial goals and strategies for the year.
How Cryptocurrency Will Impact the Future of Money as We Know It
Various crypto products get deeper into our lives. What's their place in the world of finance now, and what to expect in the near future?
'Financial Illiteracy' Cost Americans an Average of $1,819 in 2022 — Here Are The Most Common Mistakes People Make
Luxury spending, overdraft fees, and identity theft are some of the most common (and costly) ways to lose money.
How to Identify a Good Investment (Even During Economic Uncertainty)
By knowing precisely what a good investment looks like, you'll be able to make wise decisions quickly, efficiently and confidently, no matter what else is happening in the world.
Smart Money: How to Strategically Scale Your Business and Achieve Sustainability
Join us for this free webinar and learn the key elements of responsible financial planning and budgeting.
How to Lower Your Personal Loan Payments
Personal loans are a great way to access funds for various business purposes, but if the payments are too high, they can become a burden on your cash flow.
Should You Consider a High-Yield Savings Account? Here's What You Need to Know.
As an entrepreneur, it is essential to have a solid financial plan in place to manage cash flow and prepare for unexpected expenses.
How to Avoid Wasting Millions on AI
: An AI founder lists three common failures when companies implement AI into their systems.
Why a Proper Digital Marketing Strategy Is a Financial Advisor's Secret Weapon
With the new era of digital marketing in full swing, financial advisors have a choice to be represented and advertise online. Digital marketing is a financial advisor's friend, not foe, and here's why.