Posted in Financial Planning

Financial Planning: The Basics

The term “financial planning” may seem intimidating, but all it means is taking charge of the money matters in your life—and you can get started…

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Posted in Financial Planning

The Role of Finance in the Strategic-Planning and Decision-Making Process

The fundamental success of a strategy depends on three critical factors: a firm’s alignment with the external environment, a realistic internal view of its core…

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Posted in Financial Planning

Mistakes That Can Cost Your Family a Fortune

Four financial mistakes to avoid so you and your loved ones don’t lose a fortune due to end-of-life events. 1. Not Doing Sound Financial Planning…

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