Setting financial goals for a business can help your company prosper and can keep business owners focused. However, many people are unsure of which financial goals are important or how to determine the best financial goals for their company. It is important to note that all financial goals do not have to be numerical. However, […]

When you are supporting a family, life planning takes on a different meaning.  Not only are you responsible for achieving your own financial goals, you are also responsible for setting the foundation for your children. Life planning is even more important for families. The guide below can help your family create the life plan that […]

Life planning is the process of evaluating where you are in life, where you want to be and designing a plan to achieve your goals. A life plan can encompass all areas of an individual’s life, from their career to their finances. Using life planning to achieve your goals can help you to live the […]

Financial life planning in NYC is particularly important for those individuals who have or plan to have children. While financial planning is important for everyone, the level of responsibility changes once you have children. Unfortunately, many parents miss the opportunity to have financial life planning establish the necessary goals to protect their finances down the […]

Becoming a business owner is not easy. One of the biggest hurdles for a new NYC business is how money is handled, especially in the first years of business operations. It is important that each individual business owner be secure in the finances before starting a business. It is common for new businesses to be in operations […]

Financial goal setting is one of the best ways to improve a person’s financial standing and build wealth. No matter your age, it is important to have both short-term and long-term goals. Your financial goal setting process should evaluate where you are financially and where you’d like to be down the line. Goals should be realistic, measurable […]

Common belief is that the services of a certified financial planner are only necessary if an individual has a high net worth. However, even those with small portfolios can benefit from the skills of a certified financial planner. These highly qualified individuals have passed a national test in order to demonstrate their proficiency in handling investments, taxes, retirement […]

Starting a business and working for yourself is the American Dream. Unfortunately, according to Bloomberg, as many as 80 percent of new businesses fail within the first two years. The majority of those businesses fail because the owners did not adequately plan for the financial hardship of starting and maintaining a business. Following a financial planning […]

Planning for the future and creating wealth are important for individual success. However, many people feel that they do not have the skill required to properly manage and grow their finances. The truth is, there are five simple steps that everyone can follow in order to save money, get out of debt and improve their financial standing. […]