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3 Basics of Personal Financial Planning – The Entrepreneur’s Success Formula
Personal financial planning is the key to becoming a successful entrepreneur. Where our personal finances are so closely tied to our business interests and lifestyle, how well we manage them will determine how successful we are in life.

Does your Accountant provide value, or are they just a cost?
Accountants are people who do the books, file tax returns and generally fulfill a necessity of life that most business owners would prefer to do with out! Well that is the case the majority of the time, however there are professionals out there who offer services that can really enhance your business’ wellbeing, and as a result your wealth. This brief article looks at some of the areas you could be looking at.

Other personal financial planning Related Articles

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.

“The Top Ten Reasons Strategic Planning Meetings Fail, According To Your Strategic Thinking Business Coach”
Strategic planning is an awesome and powerful process that sometimes gets a bad rap because of some bad experiences people have had when engaging in some form of strategic planning meetings. Many times the combination of personal agendas, absence of open minds, and preconceived judgments about the strategic planning process can turn strategic planning meetings into real disasters. And frankly, there are many reasons why so many strategic planning meetings are unsuccessful. Your Strategic Thinking Business Coach has developed a list of the top 10 reasons why strategic planning meetings fail. And the Top 10 Reasons are:

Kiplinger’s Personal Finance
Kiplinger’s Personal Finance was one of the first, and remains one of the foremost personal financial magazines in the U.S. First founded by W.M. Kiplinger as The Kiplinger Magazine, a new issue has been published every month since 1947. Its mission is to provide “sound, unbiased advice in clear, concise language” on everything from paying for college to buying your first house to retiring with financial security.

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!

Budgeting 101 – Making it work
While budgeting is one of the first steps in the Financial Planning process, it is one of the hardest as it is so personal. It is also continually changing as our lives evolve and something even we “financial professionals” often struggle with in our own personal lives.

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.

3 Basics of Personal Financial Planning – The Entrepreneur’s Success Formula
Personal financial planning is the key to becoming a successful entrepreneur. Where our personal finances are so closely tied to our business interests and lifestyle, how well we manage them will determine how successful we are in life.

Future Scenario Planning
Future scenario planning is a useful tool for personal and organization improvement. This article gives an introductory overview of the scenario planning process.

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.

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