Technology
Top Things to Consider When Assessing ERP Software
…internal IT team? How does a cloud ERP solution improve the ability to scale? Will my data be more secure in the cloud? Will the cloud ERP work with cloud-based…
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Technology
3 Top Business Benefits of Cloud ERP Software
In today’s fast-paced business landscape, staying competitive requires adaptability, agility and efficiency. Cloud enterprise resource planning (ERP) software has become a game changer for many organizations, offering benefits that surpass…
Technology
Have You Pushed Your Spreadsheets to Their Limits?
…questions, upgrading to a more modern and robust cloud-based ERP system might be your best move to efficiently manage your financials and associated data. Before moving to the cloud, here…
Outsourced Accounting & Bill Pay
…your company’s mission and culture. Business Intelligence and Analytics Creative Planning can help centralize your financial data and provide you with detailed intelligence about your current state of business to…
Important Disclosure Information
…those states in which Company maintains a notice filing. A copy of Company’s current written disclosure statement discussing Company’s business operations, services, and fees is available from Company upon written…
Financial Planning, Investing
Unique Opportunity In the Year of Major Liquidity Event
…the sale of whatever was created earlier. Whether the cash was in a privately held business, a piece of real estate, or something else, the new cash did not come…
Investing
Could Alternative Investments Complement Your Portfolio?
…– At Creative Planning, our definition of private investments refers to private equity, private credit, private real estate, private infrastructure and private hybrid funds. Private equity firms typically buy companies…
Retirement
Women’s Retirement Crisis
…you up for a sound financial future. For more information, schedule a call with a member of our team. Footnotes: https://www.newyorklifeinvestments.com/assets/documents/lit/women-and-investing/women-investing-analytical-report.pdf https://www.bankrate.com/loans/personal-loans/purchasing-power-of-women-statistics/#purchasing https://hermoney.com/invest/financial-planning/more-than-half-of-women-control-household-finances-investments-and-retirement-planning/ https://fortune.com/2022/09/06/women-workforce-fed-rates-consider-full-employment-katica-roy/ https://www.ally.com/do-it-right/investing/should-women-invest-differently-than-men/ https://www.health.harvard.edu/blog/why-men-often-die-earlier-than-women https://www.plansponsor.com/health-care-retirement-will-cost-average-315000 https://www.pewresearch.org/fact-tank/2023/03/01/gender-pay-gap-facts https://www.brookings.edu/essay/how-does-gender-equality-affect-women-in-retirement/ https://www.cfp.net/news/2023/01/cfp-board-exceeds-95000-cfp-professionals…
Financial Planning
Women’s Retirement Crisis
…challenge will be making big strides for women and implementing progressive change in a stale industry. Footnotes: https://www.forbes.com/sites/sashagalbraith/2011/03/18/financial-services-the-industry-women-love-to-hate/#7e698bf578a7 https://www.bls.gov/cps/cpsaat03.htm https://www.forbes.com/sites/bridgetbrennan/2015/01/21/top-10-things-everyone-should-know-about-women-consumers/#533dfab06a8b https://www.cfp.net/news-events/research-facts-figures/cfp-professional-demographics https://www.tiaa.org/public/pdf/income_gender.pdf https://www.ml.com/bulletin/4-gaps-that-can-put-women-at-financial-risk.html https://blog.dol.gov/2017/03/01/12-stats-about-working-women https://www.aauw.org/resource/the-simple-truth-about-the-gender-pay-gap/ https://womenintheworkplace.com/#pipeline-data https://www.ssa.gov/news/press/factsheets/ss-customer/women-ret.pdf https://assets.aarp.org/rgcenter/il/fs10r_homes.pdf https://sqy7rm.media.zestyio.com/EqualPayDay.pdf https://www.fidelity.com/about-fidelity/individual-investing/better-investor-men-or-women…
Financial Planning
Establishing a Private Foundation
Essential Steps and Key Considerations Creating a private foundation is a significant undertaking that requires careful planning, strategic thinking, legal work and compliance oversight. Private foundations, funded by individuals, families…
