Small businesses aren’t as small as you might think. They drive 44% of the U.S. GDP and employ more than 60 million Americans ...

The result: An easy-on-the-eyes, comprehensive and customized report and action plan akin to what you’d get from a traditional financial advisor. Boldin’s basic financial planning program is ...

Many small business owners overlook financial planning, often waiting until it’s too late. A well-crafted financial plan ...

Significant benefits throughout the rest of the year can be had if you take some time now to revisit your financial plan and ...

Boldin’s basic financial planning program is free, but a $120 annual fee unlocks the full firepower of the modeling software, ...

For more information about this new offering, financial advisors can visit High-Net-Worth Services for Advisors.

Looking for personalized investment advice? Compare the best online financial advisors, robo-advisors, and platforms to meet ...

Lily Martin, a WKU finance major, combines her passion for business and math in financial planning. Through her Honors capstone, she revamped WKU’s financial coach training, enhancing student ...

Ellis emphasizes that tax planning should be constant for small-business owners and shared some tips. Ellis said that weekly ...

How much would you need from the sale of your business to retire without sacrificing your lifestyle? This simple calculation ...

Kardex Holding AG / Key word (s): Annual Results Kardex Holding AG: Financial Results 2024 06-March-2025 / 06:30 CET/CEST Release of an ad hoc announcement pursuant to Art. 53 LR The issuer is solely ...

In early February 2025, social media users began spreading a screenshot allegedly showing a "plan for women" outlined in ...