Search

Your search keyword '"Financial management -- Methods"' showing total 5,076 results
Start Over Descriptor "Financial management -- Methods"
5,076 results on '"Financial management -- Methods"'

201. Will I be poor and miserable in retirement?

Subjects
Personal finance -- Management, Financial management -- Methods, Retirement -- Social aspects -- Finance, Company business management, Company financing, General interest, News, opinion and commentary
Abstract

Quite the contrary. Chances are you will be the happiest you have been since you were a teenager. That is the most surprising takeaway from a Statistics Canada study of [...]

Published
2023

202. How much money do I need to save for retirement?

Subjects
Personal finance -- Management, Retirement planning -- Methods -- Social aspects, Financial management -- Methods, Savings -- Management, Company business management, General interest, News, opinion and commentary
Abstract

Whew, boy. There is no simple one-size-fits-all answer to this question because so much depends on how stocks and bonds perform over the time you are saving for retirement. The [...]

Published
2023

203. CLIENT SITUATION

Subjects
Personal income -- Management, Financial management -- Methods, Company business management, General interest, News, opinion and commentary
Abstract

The people: Walter, 57, Nadia, 54, and their three adult children. The problem: Can they afford to retire soon with $120,000 a year in after-tax spending? Should they use some [...]

Published
2023

204. Can we retire with a $330,000 mortgage? Walter and Nadia both have defined benefit pension plans, but wonder how to sustain their retirement spending goals

Author

Maley, Dianne

Subjects
Personal finance -- Management, Mortgages -- Laws, regulations and rules, Retirement planning -- Methods -- Social aspects, Financial management -- Methods, Defined benefit plans -- Management, Government regulation, Mortgages, Company business management, General interest, News, opinion and commentary
Abstract

Byline: DIANNE MALEY; Special to The Globe and Mail FINANCIAL FACELIFT Walter is 57, Nadia is 54. They have three children who range in age from 21 to 36, with [...]

Published
2023

205. Couple looking to 'melt down' their options; Murray and Veronica want to put together a strategy that can help them pay for their child's education and enable a travel-filled retirement

Author

Maley, Dianne

Subjects
Personal finance -- Management, Financial management -- Methods, Retirement planning -- Methods -- Social aspects, Company business management, General interest, News, opinion and commentary
Abstract

Byline: DIANNE MALEY; Special to The Globe and Mail Murray is 57 and Veronica is 53. They're both in sales, earning a combined $280,000 a year including substantial bonuses. While [...]

Published
2023

206. CLIENT SITUATION

Subjects
Personal finance -- Management, Financial management -- Methods, Company business management, General interest, News, opinion and commentary
Abstract

The People: Murray, 57, and Veronica, 53. The Problem: Can they both retire in 2026 without jeopardizing their retirement lifestyle goals? In which order should they draw down their savings? [...]

Published
2023

207. AINSLEY'S TYPICAL MONTHLY EXPENSES

Subjects
Personal finance -- Management, Financial management -- Methods, Company business management, General interest, News, opinion and commentary
Abstract

INVESTMENT AND SAVINGS: $1,450 $1,000 to OSAP loan. $250 to savings. $0 to TFSA. 'It's in a global income and growth fund. It's on pause as I decided to pay [...]

Published
2023

208. Prioritizing family for postwork life; Maxine and Claude have done a good job paying off mortgage and saving but have lots on the go

Author

Maley, Dianne

Subjects
Personal finance -- Management, Mortgages -- Forecasts and trends, Financial management -- Methods, Savings -- Forecasts and trends, Mortgages, Company business management, Market trend/market analysis, General interest, News, opinion and commentary
Abstract

Byline: DIANNE MALEY; Special to The Globe and Mail With his 66th birthday nearing, Claude hopes to retire from his $120,000a-year job by year-end. His wife, Maxine, is 67 and [...]

Published
2023

209. Balancing family and recreation with savings; Ezra and Evelyn want to help their son financially and make travel a priority as they head into retirement

Author

Maley, Dianne

Subjects
Financial management -- Methods, Retirement planning -- Methods, Company business management, General interest, News, opinion and commentary
Abstract

Byline: DIANNE MALEY; Special to The Globe and Mail FINANCIAL FACELIFT Ezra and Evelyn are well-set financially, with a substantial portfolio, a big travel budget and a son they'd like [...]

Published
2023

210. CLIENT SITUATION

Subjects
Personal finance -- Management, Financial management -- Methods, Company business management, General interest, News, opinion and commentary
Abstract

The People: Ezra, 70, Evelyn, 62, and their son, 27. The Problem: Can they afford to travel extensively and still help their son financially now rather than after they are [...]

Published
2023

211. Pair aiming to put higher priority on travel; Couple looking to pay off mortgage and to get advice on drawing government benefits

Author

Maley, Dianne

Subjects
Personal finance -- Management, Financial management -- Methods, Company business management, General interest, News, opinion and commentary
Abstract

Byline: DIANNE MALEY FINANCIAL FACELIFT For the 34 years they've been married, Theo and Evelyn have operated a profitable franchise business in Ontario. While they will retain ownership, they have [...]

Published
2023

213. CLIENT SITUATION

Subjects
Personal finance -- Management, Financial management -- Methods, Company business management, General interest, News, opinion and commentary
Abstract

The People: Geoff, 61, Lily, 59, and their two children. The Problem: How to draw on their investments in a taxefficient way. The Plan: Spread capital gains over a decade. [...]

Published
2023

214. Better together: How TPC's collaborative platform helped members achieve $30 million in revenue cycle improvement: An initiative that incorporates HFMA's MAP Keys has significantly reduced vendor management costs, enhanced net revenue and strengthened efficiency and performance among 11 collaborating health systems

Author

Williams, Jeni

Subjects
Financial management -- Methods, Health care industry -- Finance -- Management, Health care industry, Company business management, Company financing, Business
Abstract

In 2016, TPC--a group representing 11 independent health systems with more than 20 acute care hospitals, about $1 billion in purchasing volume and over $3 billion in net revenue--embarked on [...]

Published
2020

215. These Are a Few of My Favorite (Hardware) Things.

Author

Henley, Barron K.

Subjects
Laptop computers -- Purchasing -- Finance, Computer peripherals -- Purchasing -- Finance, VoIP (Network protocols) -- Purchasing -- Finance, Financial management -- Methods, Laptop/portable computer, Company financing, Voice over IP
Abstract

THE THEME OF THIS ISSUE of Law Practice is finance. Finance generally refers to managing money, and one aspect of money management is deciding how to spend it. As such, [...]

Published
2020

216. The Next Normal-Don't Fall Back.

Author

Reach, Catherine Sanders

Subjects
Data security -- Management, Change management -- Methods, Document management systems -- Usage, Telecommuting -- Management -- Safety and security measures, COVID-19 -- Economic aspects, Attorney-client privilege -- Safety and security measures -- Management, Financial management -- Methods, Videoconferencing -- Usage, Document processing system, Company business management, Data security issue, Telecommuting, Videoconferencing
Abstract

DURING THE GREAT RECESSION OF 2008, many articles were published about "the new normal." They focused on law firms' need to make changes to be more flexible and client focused. [...]

Published
2020

217. RECLAIMING YOUR PRACTICE MID-PANDEMIC.

Author

Guinn, Ann M.

Subjects
Data security -- Management, Epidemics -- Economic aspects, Strategic planning (Business) -- Methods, Customer relationship management -- Methods, Occupational safety and health -- Management, Legal advertising -- Methods, COVID-19 -- Economic aspects, Financial management -- Methods, Office management -- Methods, Customer relationship management, Company business management, Data security issue
Abstract

Think back to December 31, 2019. You probably joined with millions of other happy, optimistic folks in toasting to a bright new year full of happiness, good health, and prosperity. [...]

Published
2020

218. STRATEGIC ANALYSIS AND THE MANAGEMENT ACCOUNTANT: By working to align strategy, execution, budgets, and financial performance, management accountants can help create superior long-term results for their organization

Author

Frigo, Mark L. and Krumwiede, Kip

Subjects
Accountants -- Practice, Strategic planning (Business) -- Methods, Financial management -- Methods, Banking, finance and accounting industries, Business, general, Business
Abstract

With the increasing complexity, volatility, uncertainty, and pace of change and competition in today's global marketplace, the need for strategic analysis and execution has never been greater. Management accountants are [...]

Published
2020

219. Helping Nonprofit Entities Achieve Sustainabity through Improved Financial Health

Author

Rottkamp, David M.

Subjects
Certified public accountants -- Services, Nonprofit organizations -- Finance -- Methods, Financial management -- Methods, Company financing, Banking, finance and accounting industries, Business
Abstract

IN BRIEF Nonprofit organizations may not have to maximize profits in order to satisfy the expectations of shareholders, but they still must remain financially healthy in order to continue serving [...]

Published
2020

220. TAX LEVERAGED FINANCING OPTIONS FOR MEDICAL EXPENSES INCURRED BY FAMILIES CARING FOR THOSE WITH SPECIAL NEEDS: ARE HOME EQUITY LOANS AND RETIREMENT PLAN DISTRIBUTIONS STILL VIABLE UNDER RECENT LEGISLATION?

Author

Brinker, Thomas M., Jr.

Subjects
Retirement benefits -- Laws, regulations and rules, Medical care, Cost of -- Laws, regulations and rules, Parents -- Finance -- Taxation, Home equity loans -- Laws, regulations and rules, Financial management -- Methods, Tax deductions -- Laws, regulations and rules, Government regulation, Company financing, Consumer news and advice, Education, Family and marriage, Health
Abstract

As the number of children diagnosed with autism, Asperger's syndrome, and other intellectual disorders continues to skyrocket, the lives of all of those concerned are dramatically impacted. Recent statistics indicate [...]

Published
2021

221. 'Effective revenue cycle management isn't going to guarantee your practice's financial success, but neglecting revenue cycle management might result in its failure'

Author

Lucarelli, Melissa

Subjects
Health care industry -- Outsourcing -- Technology application -- Management, Financial management -- Methods, Vice presidents (Organizations), Outsourcing, Ambulatory care, Health care industry, Company business management, Technology application, Business, Economics
Abstract

Outsourcing RCM is comparable to a primary care physician referring a patient to a specialist, says Todd Van Meter, senior vice president, ambulatory care, for Optum360, a revenue cycle management [...]

Published
2019

222. Three Ways to Lessen Financial Stress and Create Work-Life Balance in 2024

Subjects
Personal finance -- Methods, Financial management -- Methods
Abstract

Is (https://www.kiplinger.com/personal-finance/careers/work-life-balance) work-life balance attainable, or is it an unrealistic goal to set? According to the (https://www.forbes.com/health/mind/work-life-balance-survey/) Forbes Health-Ipsos Monthly Health Tracker, 90% of employed respondents noted that 'work-life balance [...]

Published
2023

223. Patent Application Titled 'Methods And Apparatus For Unified Inventory And Financial Transaction Management' Published Online (USPTO 20230376924)

Subjects
Electronic commerce -- Methods -- Intellectual property, Financial management -- Methods, Electronic commerce, Company business management, Computers, News, opinion and commentary
Abstract

2023 DEC 13 (VerticalNews) -- By a News Reporter-Staff News Editor at Computer Weekly News -- According to news reporting originating from Washington, D.C., by VerticalNews journalists, a patent application [...]

Published
2023

224. TOWARDS TREASURY 4.0/THE EVOLVING ROLE OF CORPORATE TREASURY MANAGEMENT FOR 2020

Author

Polak, Petr, Masquelier, Francois, and Michalski, Grzegorz

Subjects
Corporate finance -- Management, Financial management -- Methods, Company business management, Business, international
Abstract

This paper highlights the importance of treasury management in a corporate world. Treasury management is a dynamic phenomenon, and treasurers need to update treasury activities accordingly. This paper aims to provide a future roadmap for treasury management. In the near future, the most important aspects of treasury management will be new financial regulations, developments in information technology, and global approaches toward whole business operations. In this regard, the concept of business intelligence has become a need of the highest importance for every CFO. Treasury management needs to put aside the traditional practice of setting financial targets for one year and think of medium-term treasury planning as a source of significant motivation. Treasury management is a dynamic profession that evolves continuously, seeks maximum effectiveness, and aims for the highest productivity and simplification of all treasury activities.Keywords: treasury 4.0, treasury evolution, digitization, globalization, business intelligence., 1. INTRODUCTIONCorporate finance and treasury management have achieved an intersection that becomes salient when planning the role of a treasurer in the dynamic career of treasury management for the near [...]

Published
2018
Full Text
View/download PDF

225. Researcher at University of the Free State Zeroes in on Investment Management and Financial Innovations (Comparing riskiness of exchange rate volatility using the Value at Risk and Expected Shortfall methods)

Subjects
Foreign exchange -- Prices and rates, Financial management -- Methods, Physical fitness -- Methods, Company business management, Health
Abstract

2022 JUL 23 (NewsRx) -- By a News Reporter-Staff News Editor at Obesity, Fitness & Wellness Week -- Investigators discuss new findings in investment management and financial innovations. According to [...]

Published
2022

226. Ridicule to riches: Why living with your parents in your 20s is becoming common financial advice

Author

Alini, Erica

Subjects
Young adults -- Finance, Personal finance -- Management, Financial management -- Methods, Company business management, Company financing, General interest, News, opinion and commentary
Abstract

Byline: ERICA ALINI; Staff Living with your parents as a young adult used to be a subject of shame and ridicule. But amid sky-high housing costs, rooming with your Mom [...]

Published
2023

227. CARA AND WILL'S TYPICAL MONTHLY EXPENSES

Author

Sharratt, Anna

Subjects
Personal finance -- Management, Financial management -- Methods, Company business management, General interest, News, opinion and commentary
Abstract

Byline: ANNA SHARRATT; Special to The Globe and Mail INVESTMENT AND SAVINGS: $200 $200 to TFSA. 'It's with a credit union.' $0 to RRSP. 'I'm contributing nothing to my retirement [...]

Published
2023

228. How retirees can overcome 'irrational' saving and enjoy their money

Author

Bouw, Brenda

Subjects
Personal finance -- Management, Retirees -- Finance, Financial management -- Methods, Company business management, Company financing, General interest, News, opinion and commentary
Abstract

Byline: BRENDA BOUW GLOBE ADVISOR Some seniors are too frugal in retirement, curbing spending on goods and services they can afford that would make their lives easier and more enjoyable. [...]

Published
2023

229. Retiree is replacing some of the 'excitement and learning' he used to get from work

Author

Bouw, Brenda

Subjects
Personal finance -- Management, Financial management -- Methods, Retirees -- Interviews, Company business management, General interest, News, opinion and commentary
Abstract

TALES FROM THE GOLDEN AGE DAVID CARRIERE, 68, KELOWNA, B.C. I retired in 2016 at age 61 after a career in hotel management. I dreamed of retiring at age 55 [...]

Published
2023

230. Can this couple spend winters in Palm Springs? Maurice and Fiona live mortgage-free in B.C. and hope they can afford to go south each year before moving to a retirement residence

Author

Maley, Dianne

Subjects
Personal finance -- Management, Financial management -- Methods, Retirement planning -- Methods, Company business management, General interest, News, opinion and commentary
Abstract

Byline: DIANNE MALEY; Special to The Globe and Mail FINANCIAL FACELIFT After three years of wintering in their small-town B.C. home because of the COVID-19 pandemic, Maurice and Fiona are [...]

Published
2023

231. CLIENT SITUATION

Author

Maley, Dianne

Subjects
Personal finance -- Management, Financial management -- Methods, Company business management, General interest, News, opinion and commentary
Abstract

Byline: DIANNE MALEY The People: Fiona and Maurice, age 80 and 82. The Problem: To confirm they can travel to Palm Springs for a few more years without creating a [...]

Published
2023

232. CLIENT SITUATION

Author

Maley, Dianne

Subjects
Personal finance -- Management, Financial management -- Methods, Company business management, General interest, News, opinion and commentary
Abstract

Byline: DIANNE MALEY; Special to The Globe and Mail The People: Jordan, 58, Joy, 57, and their two children, 22 and 26. The Problem: Nothing, really, but they wonder about [...]

Published
2023

233. Debt in the Family

Author

Galanes, Philip

Subjects
Financial management -- Methods, General interest, News, opinion and commentary
Abstract

A reader eager to be freed from $100,000 worth of co-signer responsibilities seeks a judgment on her daughter's behavior. Five years ago, my 17-year-old daughter couldn't secure a loan to [...]

Published
2023

234. SOME YOUNG CANADIANS ARE CHOOSING THE DUAL INCOME, NO KIDS LIFESTYLE

Subjects
Young adults -- Finance -- Social aspects, Dual-career families -- Forecasts and trends -- Economic aspects, Personal finance -- Management, Financial management -- Methods, Company business management, Company financing, Market trend/market analysis, General interest, News, opinion and commentary
Abstract

Byline: [CREDIT]THE CANADIAN PRESS Sovereign Norris and her partner don't want to have kids. 'Economy wise, nature wise, with everything going on such as pandemics and world issues, I decided [...]

Published
2023

235. CLIENT SITUATION

Author

Maley, Dianne

Subjects
Personal finance -- Management, Financial management -- Methods, Company business management, General interest, News, opinion and commentary
Abstract

Byline: DIANNE MALEY; Special to The Globe and Mail The People: Gabriel and Ivy, both age 54, and their three children, ages 19, 20 and 24. The Problem: Can they [...]

Published
2023

236. Man aims to be financially independent by 45; This 35-year-old from the Ottawa area has worked in construction his whole life and says wealth accumulation is 'a focal point' right now

Author

Sharratt, Anna

Subjects
Personal finance -- Management, Financial management -- Methods, Company business management, General interest, News, opinion and commentary
Abstract

Byline: ANNA SHARRATT; Special to The Globe and Mail PAYCHEQUE PROJECT Name, age: Ivan, 35 Annual income: $168,000 Debt: $298,000 mortgage Savings: $10,500 in savings account; $83,000 in TFSA; $163,000 [...]

Published
2023

237. Can couple afford to retire in three years? Frugal 54-year-olds want to travel and help their children with tuition

Author

Maley, Dianne

Subjects
Personal finance -- Management, Financial management -- Methods, Retirement planning -- Methods -- Social aspects, Company business management, General interest, News, opinion and commentary
Abstract

Byline: DIANNE MALEY; Special to The Globe and Mail FINANCIAL FACELIFT Gabriel and Ivy have wellpaying professional jobs, three children and a mortgage-free house in small-town British Columbia. Gabriel works [...]

Published
2023

238. CLIENT SITUATION

Author

Maley, Dianne

Subjects
Personal finance -- Management, Financial management -- Methods, Company business management, General interest, News, opinion and commentary
Abstract

Byline: DIANNE MALEY The Person: Aiden, 25. The Problem: Should he pay down his mortgage or invest for the future? Should he open an RRSP? Can he retire early? The [...]

Published
2023

239. Pay off a mortgage or plant seeds for tomorrow? This 25-year-old living in Alberta has his sights set on buying stocks and retiring as early as 50

Author

Maley, Dianne

Subjects
Personal finance -- Management, Financial management -- Methods, Retirement planning -- Methods, Company business management, General interest, News, opinion and commentary
Abstract

Byline: DIANNE MALEY FINANCIAL FACELIFT Aiden is 25, single and the proud owner of his first home, a half duplex in Alberta. He's enjoying his second career job, earning $85,000 [...]

Published
2023

240. CLIENT SITUATION

Author

Maley, Dianne

Subjects
Personal finance -- Management, Financial management -- Methods, Company business management, General interest, News, opinion and commentary
Abstract

Byline: DIANNE MALEY; Special to The Globe and Mail The People: Noah, 61, Amelia, 59, and their two children. The Problem: Can they afford to retire next year and maintain [...]

Published
2023

241. Calculating a realistic timeline for retirement; Couple looking ahead to postwork life wants to maintain a comfortable lifestyle and be able to help children financially

Author

Maley, Dianne

Subjects
Personal finance -- Management, Financial management -- Methods, Retirement planning -- Methods, Company business management, General interest, News, opinion and commentary
Abstract

Byline: DIANNE MALEY; Special to The Globe and Mail FINANCIAL FACELIFT Noah and Amelia wonder if they can afford to retire next year and still maintain their comfortable lifestyle. Noah [...]

Published
2023

242. With Tax Day over, tax planning begins

Author

McCollum, Ryanlynn

Subjects
Small business -- Taxation -- United States, Tax planning -- Methods, Financial management -- Methods, Small business, SOHO, Business, Business, regional
Abstract

Byline: Special to the RBJ After Tax Day has come and gone, many small business owners are relieved to put it out of their minds and refocus on their day-to-day [...]

Published
2022

243. Making financial decisions: Responding vs. reacting

Author

Remmell, Patty and Felton, Jarrett

Subjects
Personal finance -- Management, Financial management -- Methods, Decision-making -- Methods -- Economic aspects, Company business management, Business, Business, regional
Abstract

Byline: Patty Remmell 'I don't control life, but I can control how I react to it.' Macklemore Isn't life grand? Ok, let's be honest life can be pretty amazing. However, [...]

Published
2022

244. The Cost of Widowhood; Prepare for the monetary shock of losing your spouse

Author

Stern, Linda

Subjects
Personal finance -- Management, Widowhood -- Economic aspects, Financial management -- Methods, Company business management, General interest
Abstract

Byline: Linda Stern You lose so much when your spouse dies: your best friend, your equilibrium, your future together. And just when you're at your lowest, it hits you: You [...]

Published
2022

246. IF I WERE A RICH KID

Author

Lue, Alicia

Subjects
Inheritance and succession -- Evaluation, Financial management -- Methods, Wealth -- Analysis, General interest, News, opinion and commentary
Abstract

We think of generational wealth as stocks and bonds and trust funds. Can it also include pots and pans? Last fall, Kennedy Cooper (@kennedytcooper) set alight a vehement debate when [...]

Published
2022

247. Can you afford not to upgrade your financial skill set?

Author

Bechman, Tom

Subjects
Corn -- Production management -- Economic aspects, Financial management -- Methods, Company business management, Company financing, Agricultural industry
Abstract

Tax season was stressful when I was growing up in the 1960s. About two weeks before Dad's appointment with his 'tax man,' Mom would clear off the dining room table [...]

Published
2022

248. Can you afford not to upgrade your financial skill set?

Author

Bechman, Tom

Subjects
Corn -- Production management -- Economic aspects, Financial management -- Methods, Company business management, Company financing, Agricultural industry, Business, regional
Abstract

Tax season was stressful when I was growing up in the 1960s. About two weeks before Dad's appointment with his 'tax man,' Mom would clear off the dining room table [...]

Published
2022

249. Can you afford not to upgrade your financial skill set?

Author

Bechman, Tom

Subjects
Corn -- Production management -- Economic aspects, Financial management -- Methods, Company business management, Company financing, Agricultural industry
Abstract

Tax season was stressful when I was growing up in the 1960s. About two weeks before Dad's appointment with his 'tax man,' Mom would clear off the dining room table [...]

Published
2022

250. Can you afford not to upgrade your financial skill set?

Author

Bechman, Tom

Subjects
Corn -- Production management -- Economic aspects, Financial management -- Methods, Company business management, Company financing, Agricultural industry, Business, regional
Abstract

Tax season was stressful when I was growing up in the 1960s. About two weeks before Dad's appointment with his 'tax man,' Mom would clear off the dining room table [...]

Published
2022

Catalog

Books, media, physical & digital resources
See catalog results