Posts Tagged ‘needs’
The Benefits of Teaching Children Financial Literacy
Financial literacy underpins sound, savvy money management decisions. But financial advisors and accountants don’t have a monopoly on this skill. We must all incorporate wise monetary practices every day. Money management encompasses earning, saving, spending, budgeting, investing strategies, bill paying, and taxes. It’s integral to daily life. Consequently, making young children financially literate establishes their…
Read MoreEnsuring Clients Are the Right Fit for Your Firm
It might be tempting to bring on as many new clients as possible, especially in the early days of expanding your firm. However, once you have been in the industry long enough, you learn — either from personal or second-hand experience — how quickly client relationships can sour. “Red-flag” clients cost more energy and frustration…
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