Everyone, regardless of age and wealth, needs a financial plan. Not having a written financial plan makes you statistically more likely to experience poverty, bankruptcy and debt. Yet, more than 70% ...

Most people do not know how to accurately assess probabilities and evaluate risk in their financial planning. As a result, their financial plan is likely to fall apart the moment something goes wrong.

Joseph Soares is a former advisor to the Prime Minister of Canada and a managing partner at HR firm IBPROM Corp. Personally, I've always found the month of August to be a transformative period. Every ...

Business planning has always been part of the core of successful organizations. From startups to Fortune 500 companies, a robust business plan lays the foundation for growth, competitive advantage, ...

Elon Musk once wrote, "Possibly the most common error of a smart engineer is to optimize a thing that should not exist." So as a smart accounting firm, are you ...

For the majority of family-controlled businesses, owners are unprepared for the transition of leadership that they know is someday coming. Owners can make faulty assumptions as they assess their exit ...