The halfway point of the year is the perfect time to evaluate your financial progress and make adjustments that can help you reach your goals. Discover five practical ways to strengthen your financial health, build confidence, and finish the year on a stronger financial footing.
For most parents, paying for a child's college or graduate school education is a major event. For some parents, it rivals only the purchase of a home in number of dollars spent. As the cost of college continues to rise, it's little wonder that parents view their ability to pay college costs with some apprehension.
Join Tom Crotty, Practice Leader of Sensiba San Filippo, a leading San Francisco Bay Area accounting and business consulting firm, as he unpacks the questions surrounding the family office, if your family needs a family office, how to choose a family office, if your Chief Financial Officer (CFO) should run your family office, and more.
A board of directors is the fiduciary arm of a company on behalf of its shareholders. Its purpose is to help guide the company on important decisions, including hiring senior team members and setting salaries; making decisions on investments and dividends, mergers and acquisitions; and setting goals for the team and providing the resources to support those objectives to help ensure a company’s long-term success.
Whether you want to take a dream trip around the world or simply want to visit your cousin in Indianapolis for a few days, you can benefit from some pre-trip planning. If you plan far enough in advance of your departure, you'll usually get better rates on airline fares, lodging, and packages than if you wait until the last minute, particularly if your travel plans are flexible.
Your family business has capital to invest and talented family members, so how do you take advantage of this for your family’s benefit? Join Joe Ambrose, Executive Director of the First Bank Center for Family-Owned Businesses, as he moderates our panel discussion of making the most of adding businesses to your family’s portfolio of investments.
Whether they're snatching your purse, diving into your dumpster, stealing your mail, or hacking into your computer, they're out to get you. Who are they? Identity thieves.