You get to start over in the New Year. What does that mean to your personal finances, and where do you start? A long list can be intimidating. But I’m betting some of these steps will take only a few ...

When I started my career, a common refrain I heard was not to work with physicians. They were touted as difficult clients who asked too many questions and thought they knew everything. As I complete ...

Financial literacy is an essential life skill that helps you take the steps towards achieving long-term financial security. As you begin your journey towards financial literacy, this checklist can ...

The purpose of a finance audit is threefold. First is to confirm that procedures are in place to govern a business to obtain optimum profit levels. Second is to verify compliance with all applicable ...

The start of a new year is about more than just parties and parades, it’s the perfect time to step back, assess your finances, and set yourself up for success. Whether you’re focused on saving for ...

A version of this article previously appeared in April 2020. The standard "talking head" advice for volatile markets is to do nothing. And it's true that when stocks are gyrating, a policy of benign ...

Imagine you are boarding a commercial airliner. You assume your personal safety is paramount to the pilot and his team. But once seated, you discover the pilot has disregarded his preflight checklist.

January is when many people resolve to finally sort their finances, from mortgages and pensions to debt and savings. This ...

It's hard to believe another year has passed, and we're already setting our sights on 2024. And with the arrival of a new year come those old, familiar resolutions. While fitness or organization may ...