I can’t resist: “Cash is King!” There, I’ve said it (again)! Of course, everyone knows that, but with the economic clouds on the horizon looking uncertain, we might as well use this tired old cliché ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Imagine driving the Raleigh beltway, trapped in bumper-to ...

WHY IS CASH-FLOW BASED FINANCIAL PLANNING THE RIGHT STRATEGY? Cash-flow based financial planning is the right strategy because it uses a detailed approach by classifying income as earned or capital ...

Most budgeting apps will show you where your money went—after you’ve already spent it. Few connect the dots between day-to-day cash flow, long-term goals, and the rest of your balance sheet. Empower’s ...

Learn about the five financial planning software programs that are most commonly used by professional financial advisors.

Chicago fintech firm Advyzon, a wealth management platform for financial advisors, announced that it has added a financial planning component. This will bring together goal-based investing, ...

But now that you’re nearing (or in) retirement, things can get turned on their head more easily when you have new factors to ...

As small and medium enterprises (SMEs) gear up for the bustling festive trading period, a crucial piece of advice has emerged from the financial services provider Lula: proactive liquidity planning is ...

Learn how financial modeling projects future performance and supports strategic planning with essential components like ...

Across industries and business sizes, cash flow anxiety is one of the most common and least discussed pressures business ...

From doctors, lawyers and business owners to real estate professionals, consultants and entrepreneurs, retirement planning can be more complex for your high-earning clients who have large, but ...

Retiring with a mortgage is no longer an anomaly. As a result, advisors are recognizing that a well-structured financial plan has to factor in a mortgage, whether it’s part of a broader tax strategy, ...