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What Is a Corporate Expenditure Audit?

Beginning the journey of entrepreneurship or managing an established business requires navigating a maze of financial decisions and obligations. Whether you’re a new startup founder or an experienced industry veteran, one universal reality remains: successfully…

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How to Build Stronger Finance Teams With Fractional CFO Services

Today technology can change finance departments for the better, and advanced technologies are having a massive effect on traditional practices. Things like routine data processing are streamlined to become powerhouses of insights and efficiency, combined…

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How Financial Advisors Personalize Investment Strategies for High-Net-Worth Retirees

Financial advisors play a pivotal role in devising the right investment strategies for high-net-worth retirees, a demographic that often demands keen attention to detail and a deep understanding of complex financial landscapes. These individuals typically…

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Top Benefits of Joint Life Insurance in 2024

We often see life insurance as a one-person policy that provides financial protection for a person – usually the main earner of a family/couple. But in reality, two people can get cover under a single…

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Real Estate Investing Tax Benefits: Maximize Returns While Minimizing Liabilities

Real estate investing is a great way to diversify your portfolio and generate relatively passive income. There can be significant real estate tax benefits, as well. Although each individual situation is unique—and it’s always a…

5 Strategies to Boost Your Retirement Savings

You’ve built your own business and ready to pass the keys to others, or you’re winding down your employed career. Whether your retirement date is fast approaching or you still have a few years to…

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Navigating Business Assets in High Asset Divorces

Business assets encompass a wide range of properties and holdings, including sole proprietorships, partnerships, and corporations. Valuing these assets accurately is essential for determining each spouse’s entitlements during divorce proceedings. Various valuation methods are commonly…

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3 Essential Insurance Facts Your Small Business Must Know

Understanding the coverages offered by insurance policies can help your small business survive in the event of an accident. In a time when every penny counts due to inflation and shrinkflation, there is an unexpected…

How to weather a market downturn

How to Weather a Market Downturn (Video)

The stock market goes through natural cycles of ups and downs. Recent years have seem remarkable growth in stocks, but it’s inevitable that eventually we’ll experience a market downturn. That doesn’t just impact your personal…

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What to Expect When Prepping Your Businesses Taxes

Prepping your small business taxes is never fun. The first time you try to do it, the experience can also be overwhelming. If you thought filing personal taxes was challenging, you’re sure not going to…

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