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February 5, 2015   |   Category: Future Planning   |   Author: Dan Barufaldi
Source - Investopedia Clearly, small businesses are important to us all, but only the better managed businesses succeed. In a small business, effective management means properly balancing five factors: - Customers - Cash flow - Credit - Credibility - Capital These are referred to as the five "C"s. Let's take a look at these requirements to see how they affect small business success. Customers The acquisition and retention of customers are prime concerns of every small business owner because they are the lifeblood of the business, and produce the revenues that make the business run. The old saying that "nothing happens until somebody sells something" is certainly true for every small business. Customer acquisition and retention can be addressed in a number of ways that are often industry, market, or geographically dependent....
July 31, 2015   |   Category: College Planning / Loans   |   Author: Jim Chilton
At my fifth and last child’s high school graduation, I settled into a seat next to a gentleman who was the father of another graduate. When the ceremony ended, most of the parents excitedly rushed forward to take photos of their sons and daughters. But this fellow just sat there in a classic dejected pose, his hands on his...
April 20, 2015   |   Category: Future Planning   |   Author: Laura McCamy
“Small-business owners are like fighter pilots,” says Jim Chilton, founder and CEO of the nonprofit Society for Financial Awareness (SOFA). “They take much more risk than other people.” SOFA offers free training in financial literacy for individuals and small-business owners. “If you don’t do planning, you will have a world of financial blunders,” Chilton says. In honor of...
May 28, 2015   |   Category: Future Planning   |   Author: Casey Dowd
We’ve all made financial blunders at one time or another. But the negative impacts are particularly severe for baby boomers near or in retirement. Typically, they have more to lose and much less time to correct negative impacts. “The reality is this…with many of the Boomers in America today, since most people spend first and plan later – if...

Latest News

September 10, 2015
Bank of Montreal said Thursday it had agreed to acquire General Electric Capital Corp.’s transportation-finance business operations in a multi-billion-dollar deal, bolstering its commercial-banking business and expanding its U.S. footprint. ...
August 11, 2015
Capital One Financial Corp. said it will buy a health-care financing business owned by General Electric Co. for $9 billion, marking a new direction by the firm better known for...
July 8, 2015
Shares of Sprint Corp. suffered their biggest one-day drop since November after an analyst said the company could soon be in “severe financial distress.” MoffettNathanson LLC’s Craig Moffett, appearing...
June 2, 2015
Bitcoin startup Xapo recently announced that three financial eminences had signed on as advisory board members: former U.S. Treasury Secretary Larry Summers, former Citibank Chief Executive Officer John Reed and...
May 9, 2015
In The years since the crash of 2007-08, policymakers have concentrated on making finance safer. Regulators have stuffed the banks with capital and turned compliance from a back-office job into...
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