by GeorgeG | Sep 19, 2022 | Blogs
Is it possible to “set it and forget it” with our personal finances? Our time and attention are just as valuable as our money. When we can stop doing menial tasks like paying bills and balancing our checkbooks, we can spend our time and attention on other...
by Amy Collett | Sep 19, 2022 | Blogs
Having the money talk with aging loved ones is important. We’re all going to get there eventually, the lucky ones, that is. Old age. And we’ll see that first in our parents if we’re lucky enough to keep them with us that long. Because with age comes a decreased...
by GeorgeG | Sep 16, 2022 | Blogs
In personal finance as well as corporate, what gets measured, gets managed. CFOs handle the finances of their organizations, and there are many stakeholders who rely on their data and insight. They look back at historical results, as well as plan and forecast...
by GeorgeG | Sep 16, 2022 | Blogs
Because money plays such an important role in our lives, we must establish clear financial priorities. While money won’t bring us happiness, a lack of money can most certainly bring stress and anxiety. It’s also really hard to think about the big picture and to...
by GeorgeG | Sep 15, 2022 | Blogs
Qualified accounts are the primary way we save for retirement but it wasn’t always that way. In 1875, the American Express Company developed the first private pension in the United States. Prior to that, the military and government had been providing pensions...
by GeorgeG | Sep 14, 2022 | Blogs
A rule of thumb for both businesses and individuals is to have at least three to six months’ worth of expenses in cash on hand. For a CFO (Chief Financial Officer), cash can be as important as profit. Without cash, business operations won’t be able to...
