September 9, 2024 by Dr. Wendy Tietz, CPA, CMA, CSCA, CGMA ...

Insurance Talk Podcast: Insurance as a Financial Product Insurance often gets a bad rap as a mandatory expense imposed by banks, landlords, or ...

Many leaders and board members of Not For Profits are not “numbers people.” The real challenge often lies ...

After two years of subdued activity, the M&A market is waking up. Recent indicators from the latter half of 2024 show clear signs of a rebound, ...

10 Books That Teach How to Build Passive Income Strategies Building passive income is one of the most effective ways to achieve financial freedom. Whether ...

Achieving financial freedom is a goal many people aspire to, but it requires more than just saving money. In today’s fast-paced and dynamic job market, ...

The cryptocurrency industry has unabashedly celebrated the start of President Donald Trump’s second term in office as a watershed moment for the ...

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that CFP Board CEO Kevin ...

7 min read December 18th, 2024 The process of closing out financial records is complex, and there are lots of places where nonprofit financial mistakes can ...

How much time do YOU spend doing financial reporting?  For many organizations, the simple answer is “too much”.  As a consultant, much of my time is spent ...