Financial Planning

Should you open a franchise?

Many would-be business owners opt to go with a franchise due to the name recognition and reputation.

By Lisa MacColl |April 29, 2014

3 min read

The quantified cash flow plan

Forget traditional financial planning. For easily quantifiable results that keep you motivated, develop a cashflow plan.

April 28, 2014

2 min read

Should you rent or buy?

Deciding whether to rent or buy is more complicated than it was a generation ago

By Caroline Hanna |April 17, 2014

2 min read

Planner: Celebrity budget session

Here are some ideas for an event to help connect the planning dots about budgeting with clients and prospects.

April 14, 2014

2 min read

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