Budgeting and forecasting are more than just financial planning tools—they are critical drivers of strategic decision-making. As we step into 2025, businesses face both challenges and opportunities, making it essential to adapt your financial plans to navigate economic uncertainties and seize growth opportunities.
Why Budgeting and Forecasting Matter
Budgeting sets the foundation for managing resources, while forecasting
Scaling a real estate business requires more than just a strong portfolio—it demands precise financial planning, risk management, and strategic foresight. Fractional CFOs bring their expertise to the table, helping real estate companies navigate complexities and achieve profitable growth.
What Is a Fractional CFO?
A fractional CFO is an experienced financial executive who works with businesses on a part-time or
Worried you missed your chance to reduce your income taxes for 2024? Fortunately, you still have a variety of ways to knock down your tax bill before you file your taxes for last year. Here are four strategies to consider:
Here’s an edited transcript of my recent conversation with our Chief Investment Officer, Bob Weisse, on our Wealthy Behavior podcast. We talk monthly what’s going on in the investment world that we think you need to know now. This month we looked back at how markets performed last year, shared our thoughts on the 2025 market outlooks we’ve
Exciting news—Next Level Financial has earned its Minority Business Enterprise (MBE) Certification through the National Minority Supplier Development Council (NMSDC)!
This certification officially recognizes us as a business that is at least 51% minority-owned, operated, and controlled. It opens doors for us to collaborate with corporations and government organizations that are committed to supplier diversity and fostering inclusive business opportunities.
U.S. stocks have outperformed international stocks since late 2011. This has frustrated those who believe you need to own both because they take turns outperforming and a global stock portfolio provides the consistent long-term returns your financial plan needs.
Source: Hartford Funds – US and International Markets Have Moved in Cycles
So, are international markets broken, or is the U.S.
I’ve been sharing book recommendations on the blog for years and in the redesign created a landing page for all of them. Check them out including prior year’s best reads’ lists here .
Fiction
James: A Novel by Percival Everett
A brilliant, action-packed reimagining of Adventures of Huckleberry Finn, both harrowing and darkly humorous, told from the enslaved Jim’s
I spend more time than I’d like to admit on fantasy basketball. It started with one league, then I figured I’d add another since I was already doing the work for one.
Fantasy drafts present strategy choices, including whether to pick the same players in multiple leagues. Should you maximize the benefit of your best ideas, or protect against bad
Many successful business owners share a common story: they have the ability to generate substantial revenue and grow their business, but they struggle to hold onto that wealth over time. High income doesn’t automatically mean high savings or a sustainable legacy. With challenges like taxes, reinvesting without a clear strategy, or a lack of structured financial planning, the journey from
Stocks are at all-time highs and valuations are expensive, leaving investors with a lump sum to invest wondering if they should pull the trigger or dollar-cost average to protect against investing a lot right before a market decline. Here are four quick points to consider and my ultimate conclusion.
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