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June 2021

Project Financial Plan

You Don’t Want a Project Financial Plan. Here’s Why.

It’s reasonable to assume that the closed-end nature of a project financial plan will somehow save you money. One defined project, one defined cost, and you can close the books on financial planning … until one little thing or another comes up and changes much or all of the calculations and assumptions on which your financial plan is built. 
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Financial Planning for Women

7 Financial Planning Tips for Women

Far from a list of “pink” financial planning suggestions, the facts speak for themselves — and these seven tips can help women in particular plan for and stay on track toward their financial futures.
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