How to Use Marketing Metrics in Financial Planning

Marketing metrics provide valuable information you need to effectively forecast and budget for the future

Any small business knows that growth and sustainability are always at the top of mind. We recently wrote an article about marketing metrics for a business, but how can you use these metrics to then plan for your financial future as well?

Marketing isn’t just important for growing your client list.

Mid-year Money Check-Up: Reassess Your Financial Plan after Tax Season

Successful financial planning requires consistency, commitment, and a mid-year review

When facing a new year, it’s much easier to get motivated and enthusiastic about setting goals and making plans; after all, a fresh new calendar year seems like the ideal time to harness your energy and ideas in an effort to make a marked difference to the future that lies ahead.

Market Trends in Home Building: Financial Planning for a Soft Market

What's behind the softness in the home building industry and how financial planning can help.

While housing starts exceeded expectations at the beginning of summer, permits came in below estimates, and existing home sales were lower than expected for four crucial months that are usually lucrative for the real estate market.