Category: Financial

July 26, 2024

Andrew Park, a New Hampshire resident and former CEO of a startup technology company, has pleaded guilty to evading over $14 million in payroll taxes and failing to file personal tax returns. Park, 49, from Bedford, was responsible for the […]

July 25, 2024

The core problem that API banking tackles is steep barriers to entry. “In the past, exclusive access to financial data and the ability to execute transactions created a moat around banks, to their benefit but also to their detriment,” says […]

July 10, 2024

Mom and pop businesses are often an important part of the cities they serve. Even large markets like Miami and Dallas benefit from supporting their local merchants. Below, we share several small business grant opportunities that aim to benefit businesses […]

June 25, 2024

Small business grants can come from a huge variety of sources: nonprofit organizations, corporations, cities, business groups, and more. There are currently grant opportunities available within the U.S. from all of these groups. Read on for a selection of current […]

May 31, 2024

Do you know what financial advisors do? Or are misconceptions about being a financial advisor holding you back from exploring this profession? To help you understand what your career as a CERTIFIED FINANCIAL PLANNER™ professional could look like, consider these […]

May 30, 2024

“Everything feels more expensive.” I’d be a very wealthy guy if I earned a buck every time I heard someone say that in the grocery store this year. And yet, if we take government data at face value, inflation has […]

May 29, 2024

There’s no question that effective marketing is critical to financial advisor success. In fact, the average advisor spent $17,400 on marketing in 2022, according to a survey conducted by Broadridge, and 30% of advisors said they plan to increase their […]

May 24, 2024

What are the Different Types of Bankruptcy? It’s important to know the types of bankruptcies when you are doing research as the goal of each is to receive debt relief through discharging debts. One type of bankruptcy may be more […]

May 17, 2024

Today technology can change finance departments for the better, and advanced technologies are having a massive effect on traditional practices. Things like routine data processing are streamlined to become powerhouses of insights and efficiency, combined with strengthening finance teams by […]

May 13, 2024

Are you a small business owner struggling to get the funds you need to grow your business? Progressive Insurance and Hello Alice are here to help! They’re offering a grant program that can give you $50,000 to buy a commercial […]

May 6, 2024

Proactive financial management means being adaptable and smart with your money. It means tracking cash flow and understanding your income and expenses, which helps you anticipate financial needs and avoid cash shortages. Startups focusing on strategic financial planning, such as […]

April 29, 2024

If you’re planning to start a business, securing financing is vital – it could be what makes the difference between not only success and failure, but launching at all. Plus, if you’ve already got a business and you’re planning to […]

April 29, 2024

When Magdaline Hurtado-Rosario launched her hair accessory brand HelloUpdo in March 2020, she was an MBA student at American University with $30,000 in savings and a plan to bootstrap the business. That nest egg was not enough to cover the […]

April 26, 2024

Dropping your prices to get more customers may not lead to more profit. While this approach may have benefits in the short term, pricing psychology research reveals that lowering your prices too much can negatively impact your customer satisfaction scores […]

April 22, 2024

Consider Jody, a whiz at landscaping, but terrible at recordkeeping. One of Jody’s first jobs was for a contact from the local chamber of commerce. The client had a double-sized lot and wanted to give it an English garden feel. […]

April 18, 2024

For entrepreneurs, launching a new startup is an exhilarating experience. It’s what we live for. One of the biggest hurdles of starting a new venture is making sure the business has enough funding to not only keep the doors open […]

April 8, 2024

Dealing with unpaid invoices can be a real headache for businesses, especially if you’re a small business owner. These overdue invoices aren’t just a minor inconvenience; they can seriously disrupt your cash flow and mess with your operations. It’s essential […]

March 28, 2024

Raising money is critical to a startup’s success. It is essential to fuel growth, build infrastructure, attract talent, mitigate risks, access networks, scale marketing and sales efforts, and achieve milestones. A pitch deck is one of the most important documents […]

March 27, 2024

Virtual currencies are common forms of financial activity. A quarter into the 21st century, the average individual has become aware of (and often comfortable using) things like Apple Pay, digital wallets, and cryptocurrency. The influx of these new forms of […]

March 20, 2024

Inflation remains small businesses’ chief worry, according to a new survey showing their optimism fell in February. The National Federation of Independent Businesses’ Optimism Index fell to 89.4 in February. It’s been below the 50-year average of 98 for 26 […]