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Channel: Criser, Gough and Parrish - Updates and Tips for Smarter Tax and Financial Planning » Financial Planning
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Life Events Present Financial-Planning Opportunities

In June, I discussed the myriad issues clients often overlook or ignore that require changes in their estate plans. That column mentioned key life events that may necessitate estate plan updates. I...

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Are You Financially Literate?

According to Wikipedia, “Financial literacy is the ability to understand finance” and “Personal finance is to financial literacy what being able to read one’s own handwriting is to literacy....

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The Right Age to Teach Kids About Money

Question: What is the right age to start teaching kids about money? Answer: If they are breathing, they should be learning about money! OK, that may seem a little over zealous, but here’s the thing…...

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Tips for Dealing with Cash Crunches

Cash flow is the lifeblood of any business. Understanding how money moves in and out of your company will help you measure the amount of cash you have on hand—and prepare you for any surpluses or...

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September Is National Preparedness Month – How to Survive a Layoff

The latest piece from the New York Times in the growing genre of “Older workers finding it hard to get new jobs after a layoff” has triggered the predictable musings about whether we should raise the...

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The Four Rules of the Family CFO

The following excerpt is from Chapter 3 of Scott Feher‘s new book, Your Life & Money: Putting Your Financial House in Order. Click here to read Chapter 2, and don’t miss Mr. Feher’s tips for...

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Death and Finances: Eight Things to Do After a Loved One Passes Away

by Lynnette Khalfani-Cox Dealing with the death of a loved one is stressful enough. But not knowing what to do with someone’s finances after the person has passed away poses an additional burden on a...

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