For entrepreneurs, financial planning involves managing cash flow, tax preparation, forecasting growth, and strengthening ...

The sooner you can start your small business financial planning for next year, the better. To get a jump on your to-do list for 2025, NEXT has compiled a list of tasks to help you and your business ...

Wealth managers and financial planners love acronyms. From HENRYs (high earners, not rich yet) to DINKs (dual income, no kids) — acronyms are widely used to categorize demographic groups with unique ...

An exit plan is not about walking away. Exit planning is about protecting accomplishments and ensuring the next phase supports financial, operational, and personal goals.

When writing a business plan, it’s important to put together a financial plan that projects future income, cash flow and changes to the balance sheet. The financial plan section often consists mostly ...

By hiring a fractional CFO, small and midsized companies can leverage the same financial expertise without hiring a full-time ...

Attorney Dan Hales specializes in estate and business succession planning. He served on the board of the Chicago Crime Commission. He received his J.D. from Northwestern University Law School. Oaktree ...

Comerica reports that women face unique financial challenges and offers steps for effective financial planning to grow and ...

Prudential Financial, a leading global financial services company, today announced a partnership with Dylan Harper, the No. 2 ...

There are many different kinds of small business owners in all stages of their business. Some have just started putting their ideas into action in a startup, while others are in the growth stage or ...