Category Archives: Financial Planning

certified financial planner

What’s the Difference Between a Certified Financial Planner and an Accountant?

Ever wonder what the difference is between a certified financial planner and an accountant? While they are both lucrative long-term career options, they are different paths. Let’s take a closer look at the similarities and the differences between these two careers! Certified Financial Planner and Accountant Jobs Both financial management careers offer strong job growth. …

financial management

Financial Management: Choosing the Best Credit Cards

Financial management is tough, especially if you’re doing it on your own. How do you balance debts, bills, and savings? How do you know which financial decision is a good one? One of the biggest topics of discussion when it comes to financial management is credit cards. How do you choose the right credit card? …

Investment Analysis and Portfolio Management

How Do Investment Analysis and Portfolio Management Align?

Capital investments are a complex process. Most large organizations rely on a board of directors or investment committee to help create strategies for managing commercial properties and capital investments. That’s where investment analysis and portfolio management enter the scene. Once a board of directors analyzes investments and creates a strategy, the strategy is initiated by …

5 Common Small Business Challenges

Starting a business is no easy task, but maintaining one is even harder. The major achievement of starting a small business gets stressful quickly for most entrepreneurs, even if their business is small. That’s because maintaining a new business is a larger challenge. Hiring the right people and building your brand are just some challenges …

15 Ways Technology Has Changed Investing

Technology has undoubtedly changed the way we do a lot of things in life. The financial world is no different and investing is no exception. Today’s average stock trader has access to endless amounts of information and advanced training tools that the original investors couldn’t even imagine would eventually be part of our now fundamentally …

Should I Really Consider a High-Deductible Health Plan?

Navigating the world of health insurance is certainly a headache. No one wants to face the astronomical prices of some health insurance coverage. But, at the same time, no one wants to get stuck in a medical emergency where they’ll be left with medical debts they just can’t pay. When it comes to health insurance, …

How to Make the Most of Winning the Lottery

Winning the lottery might just be the most amazing thing that ever happens to you. The saying goes, “you have to play to win!” So, what happens when you play and you DO win? First of all, congratulations to you! Once you overcome the rush of emotions and excitement, you might find yourself freaking out …

Top Tips to Prevent Credit Card Fraud with Your Small Business

The process of navigating the financial aspect of your small business can be a difficult one. Some small businesses shy away from accepting credit cards as a form of payment. But, in today’s business world, it is a necessity for success. So, how can you be sure that your business isn’t a victim of credit …