Web Exclusives - Finance
Seven key changes in annual reporting
By Jim BrendelRegulators are favoring more disclosure in annual reports prepared for public companies for fiscal year 2011, but they are also bringing in a dose of reasonableness in regards to burdensome valuation requirements. Here are seven changes in annual reporting that you need to know for 2011 year-end reports:
1. Goodwill…
02.06.2012The formula for business success
By Darrell MullisIt’s a million-dollar question: “What must I do to have, or run, a successful business?” We hear it often in our meetings and training programs with Fortune 500 executives. Here are some insights into the answer.
One way to keep it simple is to recognize that every company consists of…
02.02.20125.5 reasons people don’t set financial goals
By John KyleWith all of the outstanding benefits that research has proven in regards to goal setting practices over the years, why is it that so many people you know (you too maybe?) still do not set goals for themselves?
Since the turn of the century, stacks of data have been compiled…
01.27.2012Maximize your college savings
By Wayne FarlowThere are two main financial planning goals that my clients most often want addressed. One is attaining an abundant retirement; the other is saving for college expenses. One method of minimizing your child or grandchild’s college expenses is to maximize tax savings. Another is to maximize college aid opportunities. Here…
01.26.2012Your annual financial review checklist
By Jeff NelliganPreparing for an annual financial review may be easier with a checklist to help you focus on important matters. With that in mind, here is a list of key considerations that you may want to discuss with your financial advisor.
• Do I need to rebalance my asset allocation? Depending…
01.24.2012The 6.5 steps of financial self-defense: Part 2
By John Kyle(Editor’s note: This is the second of two parts. Read Part 1.)
I’ve met people who have had three IRA’s doing nothing—for years! I have friends who would receive a statement every three months, open it, look at how much was in it, and then throw the statement away! They never…
01.23.2012The 6.5 steps of financial self-defense: Part 1
By John KyleHave you ever taken a self-defense course before? Many people have. They learn to block, punch and kick their way out of a situation. I’ve studied and taught martial arts for more than 30 years; I’ve learned a lot and had the opportunity to use it as well (in competition, of course).
Yet in…
