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Did you know that the typical five-year strategic planning forecasts perform about as well as dart-throwing chimpanzees? Cognitive science and behavioral economics scholars have conducted research on ...
Business planning has always been part of the core of successful organizations. From startups to Fortune 500 companies, a robust business plan lays the foundation for growth, competitive advantage, ...
Retirement planning can be an overwhelming endeavor, but it’s vitally important to ensure that your financial needs are met once you’re no longer working. Retirement planning involves estimating the ...
The pace of change in our communities is faster than ever, and change is happening whether we are ready for it or not. Here are six steps to get on the right path as you think about your next ...
As I learn more and more about Pratt Institute—about our academic programs and about you—I am convinced that Pratt’s departments and schools are among the best in the world. Each campus meeting ...
Daily planning is a must in any business. But if you find yourself regularly avoiding this crucial daily action, you may need to change your planning approach. Otherwise, you may find yourself ...
A complete estate plan is an essential step in the financial planning process that is often overlooked. Coaching clients through the process and revisiting their estate plan regularly can help them ...
Gina Baker is an experienced content strategist, SEO enthusiast, editor, and writer focused on empowering and educating agents and brokers. Before joining HousingWire, she was the site lead at The ...
Newly single clients have a number of financial planning issues they may need to address in the wake of a divorce or the death of a spouse. One of these issues is their estate planning. In both cases, ...
Retirement planning is a comprehensive process, and it is critical to prepare proactively to secure your financial future. Here’s an overview of seven important steps to help you navigate that phase ...
Results of a recent community survey are now complete, as Traverse City is working towards building a new Master Plan. Leaders at City Hall launched the effort this summer. The idea of a Master Plan ...
What Is Financial Plan Implementation? Financial plan implementation is the process of putting into action the strategies and steps outlined in a financial plan to achieve specific financial goals. It ...