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Home Office, Personal Space
The story of Rochana and Richard Norby tells us that we can have both a work space and a home space at a home office. They've done it.

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Go Where the Money Is
Fifteen years ago Howard Shenson, editor of The Professional Consultant, spoke at the CAFP Conference in Vancouver. In a session on fee-based planning someone asked about planning on a charitable basis for some prospects, i.e. for those who are unable to pay the fee, but really need a financial plan.

What Business Are You In
When I started financial planning it surprised me that what clients wanted far more than my expertise was an information processor. They were ready to pay someone to convert all the statements and other information coming at them from various financial firms into a form that they could understand.

7 Secrets of the Wealthy
Veteran Financial Planner shares his experiences financial planning for both the wealthy and the less wealthy. These are the keys to wealth building!

How hiring a PR firm can produce business for franchises
Just as you, as a franchise professional, know how to set people up with their own business, public relations professionals know how to drive customers to your business. PR professionals know how to gain publicity, utilize social media, plan campaigns and much more and if you have the financial ability to do so, you should let them do it. No sense in using all of your time to try to write and distribute a press release when a PR firm could do that in a much better fashion. Here I discuss why I believe it is beneficial to people in the franchise industry to hire a PR firm if they have the financial ability to do so.
Financial Analysis
For many small-business owners, the process of budgeting is limited to figuring out where to get the cash to meet next week's payroll. There are so many financial fires to put out in a given week that it's hard to find the time to do any short- or long-range financial planning.
Financial Management: Five Key Questions
In today's challenging economic environment, it's more important than ever for entrepreneurs and small business owners to have a firm grasp on financial management. When all is said and done, there are a handful of financial management questions that every owner should always be able to answer. Here is my list of the five most important small business financial management questions.
Equipment Financing and Leasing – How Do You Know Your Firm is Getting The Best Deal?
Can Your Firm Control a Lease Company’s profits? We Think You Can! Information on how Canadian business owners and financial managers can impact the cost of equipment financing and leasing by ensuring they understand how equipment finance companies generate profit through the interest rate and other profit mechanisms that are employed in lease negotiations with your firm .

Is Your CFO REALLY a Chief Financial Officer
No offense to all those dedicated, competent, excellent performing CFO’s out there but I have to admit that I run into a number of individuals in business that hold the respectable title of CFO (Chief Financial Officer) that shouldn’t be the Chief of anything. Oh, some of these CFO impersonators do a good job as an accountant and some may even qualify as a Controller. But, there are some that just shouldn’t hold the title of Chief Financial Officer. “The chief financial officer (CFO) is a corporate officer primarily responsible for managing the financial risks of the corporation. This officer is also responsible for financial planning and record-keeping, as well as financial reporting to higher management. The CFO is also responsible for analysis of data”. So…… ask yourself; is your CFO really a Chief Financial Officer.
Is it Time to Revise Your Long-Term Financial Plan?
Given the turbulent nature of our financial markets, many prudent investors are reassessing their positions as well as their long-term objectives, and with good reason. In fact, since 2008’s downturn many wealth managers and financial advisors have adopted a more holistic approach to planning for their clients’ futures. A large number of today’s private investors have taken-on a similar approach as well, which places an equal amount of focus on fiscal needs as well as quality of life, more in-depth retirement planning, long-term medical care, philanthropic preferences and more strategic estate planning. Prudent research indicates there are five critical areas to consider.

Springer Financial Advisors in Sacramento CA Welcomes New Financial Representative To Staff
Sacramento Financial Advisor firm Springer Financial Advisors adds a new financial representative Ed Guanill to their staff. Ed Guanill has been in the finance industry for over 15 years.
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