By taking action now, you can enter the new year feeling energized and prepared instead of rushed or overwhelmed. With this financial planning checklist ... In business, we refer to these as ...

The annual plan can be broken up into items to ... up your financial checklist into quarterly tasks, Georgia Lord, a certified financial planner at Corbett Road in Brooklyn, New York, said this ...

If you’re a small-business owner, you know that the daily decisions you make impact your bottom line. Are you exercising the same care for your finances that you apply to the services you offer ...

There’s a long checklist of priorities ... to sales to product development, new business owners wear many hats at the beginning of operations. Financial planning is one area that should take ...

Stacy Francis is CEO of Francis Financial, in New York City, and author of Financial ... When my father passed away recently, we set up a checklist of all the things that needed to be done in ...