Financial Planning

TOPICS Budgeting and financial planning for both personal reasons and business are nothing to ignore. Tips, best practices, and new technologies are existing to help you find solutions that make it easier. Find out more here!

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Real-time Accounting for a Changing World

Financial planning and accounting can make or break the growth of all small businesses. Learn how Xero technology changes the financial experience for small business owners.

Going Global with SRI

As socially responsible companies and business continue to grow and stand out in society, investments in companies who meet ESG standards increases.

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Why Professional Advice Costs Money

Studies have shown that consumers who receive advice from financial advisors accumulate more wealth than those who prefer self-directed options.