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  • Smart Money: 2023 financial planning opportunities for small business owners
    Financial Planning

    Smart Money: 2023 financial planning opportunities for small business owners

    March 7, 2023 /

    Many business owners are happy to put 2022 in the rearview mirror with surging inflation, higher interest rates, slowing global growth, stubborn supply chain bottlenecks, a tight labor market and the war in Ukraine contributing to elevated levels of uncertainty. As you plan for 2023, it’s important to understand the potential challenges you may face in the year ahead and consider four key financial planning strategies to stay on track.  Vistage Worldwide, a CEO coaching and peer advisory organization, reported little quarterly change in their Fourth Quarter 2022 CEO Confidence Index.(1) (The index began in 2003; Each quarter, CEOs are asked a list of questions, and the first six are…

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    Janney accelerates HNW plans, hires tech exec as wealth head

    Janney accelerates HNW plans, hires tech exec as wealth head

    January 11, 2023
    How RIA employee advisors are fueling the next breakaway wave

    How RIA employee advisors are fueling the next breakaway wave

    April 11, 2023
    Caregiving for aging relatives can sap retirement savings. Here’s how financial advisors can help

    Caregiving for aging relatives can sap retirement savings. Here’s how financial advisors can help

    March 2, 2023
  • 13 Finance Experts Recommend Tech Tools For Managing Business And Personal Finances
    Finance Management

    13 Finance Experts Recommend Tech Tools For Managing Business And Personal Finances

    February 28, 2023 /

    Productive and ongoing monetary administration is crucial for the two company leaders and shoppers who want to achieve monetary good results, but it can be challenging to hold track of money, costs and investments on your have, particularly if you are new to the work. Thankfully, there are several cost-effective tech applications obtainable that can aid you regulate your funds extra effectively. From budgeting apps that enable you to track expenditures and set monetary goals to sturdy money organizing software package, there are innumerable options for better personal and business economic administration. Underneath, 13 Forbes Finance Council customers share the instruments they suggest to their possess clientele. Associates pictured from…

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    Finance Manager Department | paNOW

    Finance Manager Department | paNOW

    November 14, 2022
    A risk management nightmare at Silicon Valley Bank

    A risk management nightmare at Silicon Valley Bank

    March 16, 2023
    Liverpool University Hospitals and Attensi Launch ‘Game-Changer’ Tech to Clamp Down on Fraud

    Liverpool University Hospitals and Attensi Launch ‘Game-Changer’ Tech to Clamp Down on Fraud

    April 3, 2023
  • Financial planning: A critical component to managing personal and small business finances | Business
    Financial Planning

    Financial planning: A critical component to managing personal and small business finances | Business

    February 27, 2023 /

    Financial planning is always an important aspect of managing personal and small business finances. However, during periods of increasing interest rates, it becomes even more critical to have a well thought out plan in place. We all know interest rates are increasing, but what does that mean for us in Santa Maria? Interest rates are the cost of borrowing money and the return on saving money. When interest rates increase, the cost of borrowing money goes up, making loans and credit card debt more expensive. On the other hand, interest earned on savings accounts and other investments will also increase, providing better returns. Individuals should begin by assessing their current…

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    IRS reverses, tells 75 million taxpayers file

    IRS reverses, tells 75 million taxpayers file

    February 13, 2023
    J.D. Power 2023 best financial advisor firms

    J.D. Power 2023 best financial advisor firms

    April 6, 2023
    Retirable secures M to plan retirement for those without millions in savings • TechCrunch

    Retirable secures $6M to plan retirement for those without millions in savings • TechCrunch

    November 14, 2022
  • Tisca Dorsey Hired as Jefferson Lab Business and Finance Director
    Finance Director

    Tisca Dorsey Hired as Jefferson Lab Business and Finance Director

    February 26, 2023 /

    Newswise — NEWPORT News, VA – The U.S. Section of Energy’s (DOE) Thomas Jefferson Countrywide Accelerator Facility has employed Tisca Dorsey as a Director of Organization and Finance. In this position, she will be principally accountable for the advancement and implementation of the lab’s contracting tactic and approach. She took on this position Feb. 16. “Tisca delivers a wealth of experience to the lab, with past leadership roles in small business and finance. She has administered multi-million-greenback key contracts and subcontractor groups with significant-price, sophisticated subcontract awards,” said Jefferson Lab Main Functioning Officer Johnathon Huff. “Tisca’s knowledge and leadership in enterprise and finance will be instrumental in encouraging the lab…

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    Buncombe County Finance Office gets new interim director

    Buncombe County Finance Office gets new interim director

    March 4, 2023
    Anne Cardwell, city of Napa finance director, leaves position

    Anne Cardwell, city of Napa finance director, leaves position

    January 29, 2023
    State Finance Director Poole optimistic headed into ARPA special session, Says Ivey ‘feels good about it’

    State Finance Director Poole optimistic headed into ARPA special session, Says Ivey ‘feels good about it’

    March 12, 2023
  • Tuition-free February classes cover career, business, financial education
    Financial Education

    Tuition-free February classes cover career, business, financial education

    February 4, 2023 /

    New Ventures Maine plans this month to offer tuition-free workshops and classes in career, business and financial education. Self-paced, interactive-online, and in-person workshops are designed to help people in Maine gain the skills, knowledge, and confidence to start a business, build a career and manage money, according to a news release from Jennifer DeJoy, communications and development manager, New Ventures Maine in Augusta. The full class schedule with new class offerings for February, March, and beyond is accessible at newventuresmaine.org/class-schedules. Single- and multi-session workshops are offered, including: • My Next Career Move (self-paced, online): Assess skills, interests, and experiences and relate them to career options. Enroll by Wednesday, March 1.…

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    Financial education adapting to engage students and remain relevant locally | Education

    Financial education adapting to engage students and remain relevant locally | Education

    February 25, 2023
    Financial Education Gap Remains Even as Provider Offerings Improve

    Financial Education Gap Remains Even as Provider Offerings Improve

    January 20, 2023
    Financial Education for Youth Is More Important Than Ever

    Financial Education for Youth Is More Important Than Ever

    January 3, 2023
  • Finance and Business reorganization transitions leadership responsibilities
    Finance Management

    Finance and Business reorganization transitions leadership responsibilities

    February 2, 2023 /

    College PARK, Pa. — In support of Penn State’s efforts to optimize its organizational working composition, the University’s Finance and Enterprise unit has gone through a reorganization that will elevate three Finance and Business enterprise staff members associates to amplified leadership positions that choose advantage of the forthcoming efficiencies to be made by the optimized services groups (OST) initiative. “While we are very early in the OST evaluation procedure, we are in a position to foresee wherever development will be manufactured and efficiencies will be developed in our organization. I’m so pleased that we have the expertise already on our staff to acquire on new and bigger responsibilities, permitting us…

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    Best Project Management Software for Architects 2023 [Top Tools]

    Best Project Management Software for Architects 2023 [Top Tools]

    February 23, 2023
    HIGH-RISK SERIES Efforts Made to Achieve Progress Need to Be Maintained and Expanded to Fully Address All Areas

    HIGH-RISK SERIES Efforts Made to Achieve Progress Need to Be Maintained and Expanded to Fully Address All Areas

    April 21, 2023
    Finance Manager – Sudan | ReliefWeb

    Finance Manager – Sudan | ReliefWeb

    November 22, 2022
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