An essential primer of the basics of nonprofit financial planningThis Second Edition of Nonprofit Financial Planning Made Easy presents easy-to-implement strategies to make financial management a more streamlined, effective process in nonprofits of all types and sizes. Addressing five key areas of finan...
1. Processing Fees: Lenders charge a processing fee for approving your loan. Include this in your financial planning to avoid surprises. 2. Insurance: Home loan insurance protects you and your family from unforeseen circumstances. While it adds to the cost, it’s a crucial aspect of financial ...
We just finished our second Financially Strong Latina and you all want to learn more… which I love!!! This is why we will be planning different on demand workshops. If you are interested in learning about a specific topic, let us know byfilling out this form!
9. Estate planning: Protect your financial well-being Financial planning also means looking out for your future needs, as well as mapping things out for your loved ones. Creating awillcan help ensure your assets are distributed according to your wishes. Other types of estate-planning documents c...
What is personal financial planning? A personal financial plan is a written overview of your financial situation, combined with strategies to achieve short-, medium- and long-term financial goals in the future, Muscadin says. “It’s figuring out where your money is, where it goes and where...
Financial planning encompasses long-range plans, scenario modeling, annual budgeting and forecasting, ad-hoc reporting, and analysis. Connect planning across your enterprise with Oracle Fusion Cloud (1:52) Finance uses financial planning to communicate the overall company strategy and goals to the ...
Financial Planning Read More While none of us can predict the future, we sure can help you grow and protect your wealth no matter what life throws at you -- whether it’s something good, like a business opportunity or a job promotion, or something bad, like a crashed economy or an unw...
Okay, so now that I’ve gone over the basics of financial goal planning, let me give you an example of how this can work in real life. A while back, my husband, Winston, and I decided to build a house. Before that, all the extra income we brought in went straight to our general...
Estate planning Your estate is made up of everything you own. Making a plan for the transfer of your wealth can ensure that you provide for the financial future of your family and loved ones. Financial terms you may encounter Here’s a cheat sheet to help you get comfortable with some...
If your finances are relatively simple, you should be fine creating and checking your own list. However, the more complicated your finances are, the more you should consider hiring a tax specialist, financial advisor, and perhaps anestate-planninglawyer to help you see the fullest picture possibl...