Good Financial Cents

DECEMBER 14, 2022

Bureau of Labor Statistics, employment numbers for Financial Managers are expected to rise by 17% over the next decade , faster than the average for all occupations. Financial managers are responsible for developing long-term financial plans, directing investment activities, and generating financial reports for their company.

Compliance 88

Compliance Budgeting Accounting Insurance 88

Harness Wealth

NOVEMBER 27, 2023

The Role of Technology in CAS Benefits and Drawbacks of CAS How Harness Wealth Fits into CAS Key Takeaways Client Accounting Services (CAS) provide enhanced budgeting, forecasting, and financial insights to help facilitate informed decision-making. What are the Core Components of CAS?

Accounting 59

Accounting Clients Compliance Taxes 59

Brown Advisory

MAY 4, 2020

APPROACH This question required us to review a broader set of information and to marshal resources from across the firm to analyze that information. We brought in a colleague who provides specialized municipal finance advice to a number of our clients, to help us drill down on the college’s debt structure.

Nonprofit 52

Nonprofit Investing Investments Clients 52

Brown Advisory

SEPTEMBER 4, 2019

challenge: STRATEGIC PLANNING/DEBT MANAGEMENT. . This question required us to review a broader set of information and to marshal resources from across the firm to analyze that information. With this additional information, we were better equipped to help the college review potential scenarios going forward.

Nonprofit 52

Nonprofit Investing Investments Clients 52

Brown Advisory

NOVEMBER 28, 2022

Continually assess where you stand today against your current financial and generational plans We have a number of tools we use to help clients think through their initial goal-setting and planning, and to review those goals and plans on an ongoing basis.

Planning 52

Planning Taxes Clients Strategic Planning 52

Brown Advisory

NOVEMBER 28, 2022

Continually assess where you stand today against your current financial and generational plans. We have a number of tools we use to help clients think through their initial goal-setting and planning, and to review those goals and plans on an ongoing basis.

Planning 52

Planning Taxes Clients Strategic Planning 52

Clever Girl Finance

SEPTEMBER 7, 2023

It’s not just a set of numbers, rather, it’s a strategic plan that empowers you to navigate the complexities of financial decisions. Gather your financial information Start by piecing together your current financial position. And when you have a family, creating a family budget becomes even more important.

Budgeting 77

Budgeting Transportation Medical Insurance 77