Is your adviser a certified financial planner?Many consumers assume this is the case, but often it is not Corporate estate bond strategy: Keeping it all in the familyFinancial arrangement reduces your tax burden upon death to maximize what you leave to your heirs From the bedside to the boardroom Dr. Jim Birchenough didn’t plan on a career in finance, but his medical training provided all the tools he needed Living benefits: a prudent safeguard against unexpected woes These policies ensure that illness does not affect your ability to generate income and that you can access extra care needed Uninsured services billing firms take unease out of collecting fees Insurance mistakes to avoid Make sure your policy truly meets your needs so you don’t lock up cash that could be invested elsewhere What does high country debt mean for your investments? While world debt is making headlines, remember the guiding principle that high risk delivers greater returns How to deal with financial fallout from your divorce Produce settlement funds by selling office holdings to corporation and suspend salary to reduce personal income tax Eight simple ways to save money and boost revenue Take advantage of technology to increase efficiency and optimize your billing Expect evidence-based advice from your financial adviser If your portfolio adviser isn’t doing his homework, your financial future is left to chance First Previous 42 43 44 45 46 Next Last
