The Question Every Nonprofit CFO and Board Must Answer: Should You Build an Endowment Fund?

A nonprofit endowment fund can be an integral part of an organization's long-term planning. It shows both current and potential donors your commitment to a cause while also expanding your reach. However, there are some things to keep in mind before establishing one.

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2018 Midterm Elections: The Song Remains the Same — as in 2011 that is.

The midterm election results of 2018 look a lot like 2011. With the change in power Doug Fisher, Washington Expert covers what we can expect looking ahead to 2019.

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Five facts to know when making your Medicare choices this fall

With “open enrollment” for Medicare now in full swing (from October 15th through December 7th), it’s time for people already with Medicare benefits to review their coverage and switch plans if they want different options — or more savings.

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Money Management 101 for Students (and Parents): Essentials for Your College-Bound Freshman

Sending your child off to college for the first time can be a hectic – not to mention, emotional – time for everyone involved. But as you work with your student to check off lists for new clothes, dorm furnishings, study supplies, and computer and smart-phone accessories, don’t forget to add a few legal and financial “must haves” too.

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Where’s the best place to keep your cash now that rates are rising?

With short-term interest rates on the rise – up nearly 35% from one year ago – is it time to find a new place to park your cash that offers a higher rate?

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The Final Act of the Tax Reform Play...Now What?

On December 19, 2017, the House and Senate approved final passage of the Tax Cuts and Jobs Act (H.R. 1). The law provides $5.5 trillion in tax cuts with $4 trillion in offsetting tax increases. This leaves a net $1.5 trillion of unfunded tax cuts.

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Four Common Cash Flow Missteps To Avoid

As every CFO and business owner will attest, steady, predictable cash flow is the fuel for running a successful, growing business. Despite its importance, study after study has found inadequate cash forecasting and management to be among the leading causes of business failure.

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How to be a Good Healthcare Proxy

Someone in your family has asked you to be their healthcare proxy. This means they are entrusting you to make legally binding health-related decisions about their medical care in the event they are unable to make those decisions themselves. While it’s an honor to have a family member put this trust in you, you might not know what it actually involves.

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Beneficiary Check: Keeping Plans in Sync

When families take the time to talk about long-term plans, it gives everyone the opportunity to make sure things are up to date. Missing or outdated beneficiary designations can steer...

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Mid-Year Financial Checkup

The midpoint of the year can be a good time to step back and assess your financial goals to make sure you're still on track and given any changes in the economy and markets as well as your personal situation.

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