A thoroughly researched business plan or proposal will provide its reader with information on every area of the business or project. The document will demonstrate the operations, outline the ...

Ever had an important presentation that was critical to your success, and you didn’t make the impact you wanted to? You are not alone. Presentations and speeches are areas where many financial ...

Small business owners may have a number of planning and scheduling accessories at their fingertips -- smart phones come loaded with so many apps and trinkets that it may seem overwhelming, and paper ...

To make it easier for you to prepare materials for clients, we’ve developed this text for a slideshow on the workings of Donor Advised Funds. The presentation is in a Word file to simplify ...

To make it easier for you to prepare materials for clients, we’ve developed this text for a slideshow on the workings of Charitable Foundations. The presentation is in a Word file to make it simpler ...

Dear Readers: Discussing our older parents’ financial situation can be difficult and fraught with emotion on both sides, yet it’s a vital part of planning as people age. Ideally, these conversations ...