by GeorgeG | Sep 12, 2022 | Blogs
The Securities and Exchange Commission defines time horizon as, “Your time horizon is the number of months, years, or decades you need to invest to achieve your financial goal.” You and I have enough time to do most everything we want. But we don’t have time to waste....
by GeorgeG | Sep 10, 2022 | Blogs
Taking a business-like approach to the financial planning process can help get you where you want to go with money. Having the right strategy and planning are integral to the success of a business. The CEO works to set the organization’s goals, decide on the...
by GeorgeG | Sep 10, 2022 | Blogs
Businesses and individuals alike are always interested in improving their bottom line. It can be accomplished in many ways, but focusing on decreasing overhead, and increasing profit are excellent starting points. For businesses, revenue minus costs equals...
by GeorgeG | Sep 9, 2022 | Blogs
To become successful, you need a strong financial foundation. To do that, there are a lot of financial best practices individuals can borrow from an organization’s CFO. A CFO stewards the assets of an organization, accessing and reducing risks, maintaining...
by GeorgeG | Sep 8, 2022 | Blogs
Businesses engage in a formal and organized goal-setting process. It involves strategic planning that takes into consideration time horizon, opportunity, and threats. This process demands constant updates. Do you set goals? Do you follow a goal-setting process? ...
by GeorgeG | Sep 7, 2022 | Blogs
There’s immense value in living in alignment. You’ve heard the saying, “Stand for something, or fall for anything.” When you’re clear on what your personal mission, values, and goals are, you know what you stand for, and what you stand against. You have clarity around...
