An Interview with Marina Vaughan Spitzy, Director and Founder of Tecolote Advisory A recent UBS study revealed that 59% of widows and divorcees regret not being involved in long-term financial planning when they were married, and 98% would advise other women to take an active role in finances immediately [1]. […]
Tag: finance
The Prosperity Playbook: Understanding Finances within the Family Business
For Mackey McNeill, owning her own business always seemed like the obvious choice. After many successful years of helping companies make better business and financial decisions, her daughter Sarah Grace joined the team, and the mother-daughter duo entered the world of family business. While this transition was not without its […]
How To Approach Finance Without Fears in the Family Business
Finance is a delicate topic that can sometimes lead to emotionally charged discussions, especially within family businesses. Obtaining access to finance-related information and understanding the information provided are two aspects that can give rise to fears. However, financial literacy, transparency and a bit of planning can go a long way […]