Planning and Advice

A strong start for 2009

Now is the time to create a strong start for the year by creating a strong vision for 2009. This gives your business plan a foundation, allowing you to set goals you can use to reward yourself during your journey into the new year. Without a vision and business plan, stress and exhaustion seep in, […]

By Simon Reilly |January 2, 2009

4 min read

The Royals: Putting together the final plan

In this, the last of a three-part series based on the IAFP Symposium Case Study, AER concludes what must be addressed with the Royal Family, in relation to a comprehensive financial plan. In this, PART 3, we mention all remaining considerations of their plan and include options, ideas and solutions submitted by readers for the […]

By Romana King |January 1, 2009

8 min read

We’re like Egyptians

While reading Thomas Homer- Dixon’s fascinating and terrifying book The Upside of Down recently, I came across an assessment of his that struck me as an insightful comment on human nature. He was commenting on the concept of denial. According to Homer-Dixon, people who succumb to denial go through three psychological phases. The first he […]

By John De Goey |January 1, 2009

3 min read

Out to pasture

Last week, our client management software supplier told us that as of next December, it’ll no longer support our system. The notice dealt a double whammy because the company doesn’t plan on replacing the software, and no other company has plans to step in. This abrupt severance of a 20- year relationship induced a sense […]

By David Wm. Brown |January 1, 2009

3 min read