It also involves projecting likely changes in behaviour (and therefore expenses) as people age. Clients tend to travel more ...

Cash flow is the lifeblood of any business. Without it, even profitable companies can stumble into insolvency. For ...

“I’ll get right on that,” said no one ever. As a result, I’ve changed my approach with clients to instead focus on “cash-flow planning.” But what does that mean and why is it so ...

Yet, cash flow management and planning isn’t a financial task that only applies to people trying to sell a product or service. The relationship between cash inflows and outflows is an equally ...

Author, Wealth Planner and Money Manager ... When you automate your budget, you can create cash flow blind spots. Many of my wealthiest clients seem to have one common behavior: They manually ...

If you’re sending six figures to the IRS each year, consider exploring a tax strategy that helps you keep more of your ...

To help alleviate this challenge, Intuit designed a Cash Flow Planner that enables small businesses to predict their daily cash flow 90 days into the future. With this full view at hand ...