Introduction to Fixed Asset Management

There are obvious benefits from implementing and maintaining a record and control over assets. Savings can be obtained from being able to both see current asset deployment and thereby maximizing their use. Monitoring assets will reduce unauthorized use or misappropriation and insure employees leaving a firm return assets under their control. In some cases a(…)

Smart Estate Planning

Problem: Imagine grandparents in a bank setting up a new certificate of deposit. The bank clerk tells them they could leave the money to their grandchildren and avoid probate doing it. How? Make the account “John and Jane Grandparent I/t/f Grandchild.” This sounds easy enough, especially since the grandparents still own the money while they(…)

Wealth Management

Wealth management helps you to determine the important things in your life, analyze them and then strategize to realize the most treasured hopes and dreams. It is a comprehensive approach to managing your finances which allows you to create, grow and protect your wealth. The prime factor in prudent wealth management is to understand where(…)