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Pay down debt to get ahead

In the spirit of giving, it’s easy to overspend during the holidays. The bad news is that the additional debt incurred over the holidays may have furthered your financial burden well into the new year. According to the Federal Reserve, ...

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Time for a midyear financial checkup

You did what you were supposed to do financially at the start of the year. You established or reviewed your financial plan to be sure its goals and strategies were still appropriate, rebalanced your investment portfolio, made sure your estate ...

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Financial rules for unmarried couples

How might unmarried couples handle money? It’s a question that comes up often as unmarried partners discuss their personal economic situation with their financial advisors. Unlike legally married couples, unmarried partners don’t inherit a default set of assumptions about their ...

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Projecting hours to nip problems in the bud

We are still talking about the area of “billing” as one of the five areas that make up every business in the world. “Billing” is the fourth area. The other four areas are as follows: “Clients” or “customers”; “Administration”; “Getting ...

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