When you’re making a big financial decision – whether to buy a house, change careers, retire, etc. – chances are you already have a number of concerns. But add to those a series of external events ...

A financial plan is a comprehensive document that charts a business's monetary objectives and the strategies to achieve them. It encapsulates everything from budgeting and forecasting to investments ...

Does growing up poor shape the way people make financial choices later in life? A well-known 2011 study argued yes, finding that people who experienced childhood poverty were more likely to take ...

Rather than telling my clients what financial decisions they need to make, I help them identify why they’re not already making them. That’s a big difference. It’s the same with weight loss. It’s not ...

Some business leaders do not take the time to review their financial information on a consistent basis. That could mean they’re making decisions on past data that is no longer relevant. “I have seen ...

CFOs must lead with ethics, not just compliance. In today’s healthcare climate, leading with integrity isn’t optional. It’s the expectation. For CFOs at HFMA this year, the message in one session was ...