True Link Financial offers a debit card with spending controls expressly designed for people with dementia, other cognitive deficits or addiction issues. It also manages special needs trusts. By Lindsey Choo, Forbes Staff In November 2020, Alana Peralez received the sort of emergency call she’d been dreading. Her then 84-year-old…
When founders seek advice on exit planning, the emphasis tends to be on operational and administrative excellence in preparation for the big event but perhaps prospective sellers should also be optimising their personal circumstances, particularly around income and financial security. That’s the view of Matt Ford, CEO and co-founder of…
Warren Buffett released his widely anticipated annual letter to Berkshire Hathaway shareholders yesterday. Investors hoped to find insights into operating performance, plans for Berkshire’s cash stockpile, and major changes in portfolio composition. Here are the highlights. Operating Performance Berkshire Hathaway reported strong operating earnings of $47.44 billion in 2024, a…
On our trek of going state by state, analyzing and identifying the most expensive ZIP codes in each state, we have yet to consider a Pacific state — until now. Hawaii has always been expensive, which should come as no surprise when you consider just how much it must cost…
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Banks are not fans of heavy regulation. Few companies or individuals are. Paying attention to rules takes time, effort, and…
-Stocks end volatile week with steep losses; gold keeps climbing -DOGE floats the idea of a hefty refund for taxpayers…
The idea of “putting your money to work” probably appeals to you. You want your money to do something for…
Amazon has grown from a direct retailer to a thriving marketplace with third-party sellers now bringing in 61% of its…
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Many organizations have widely embraced flexible work options for employees. In addition to giving employees much more control over their personal and professional lives, hybrid and remote work also enable businesses to reduce office space and hire from a pool of highly qualified, largely dispersed…
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Elon Musk’s chainsaw wielding antics at CPAC may have riled up the bureaucracy-hating audience, but flashbacks to 1990s era Chainsaw Al Dunlap’s track…
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Jim Becker is CEO of Becker Logistics LLC. Success is a state you can briefly achieve by having all your goals completed and…
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In case you have just returned from another planet or been meditating in isolation atop a high mountain for the past year and…
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Bojan Ilic – Chairman & Global Director at Swiss Security Solutions, expert in Security & Investigations. Switzerland’s financial sector is renowned for its stability, but it is also a target for rogue investments and illicit trading activities. The rise of complex financial instruments, digital assets and cross-border investment opportunities has…
You’re neglecting your biggest source of potential customers. Spending hours building your company means zero time for social media. Meanwhile, other founders land speaking gigs, press features and investor meetings through LinkedIn. The difference isn’t luck. Most founders waste chances to grow their influence. They schedule basic posts and hope…
Jeremy Bradley-Silverio Donato, COO at Zama. In the ever-evolving landscape of deep technology, the role of the chief operating officer is more critical and complex than ever. Unlike traditional industries, deep tech—encompassing artificial intelligence, quantum computing, advanced materials and more—operates at the bleeding edge of innovation. Over the past several…
Allen Kopelman is CEO of Nationwide Payment Systems Inc. and host of B2B Vault: The Biz-to-Biz Podcast. Yesterday’s cabbies and hotel shuttle bus operators were more than just drivers; they were a sales channel for local industry. In the days before Uber and Lyft, you could hop in a cab…
AI agents are the next frontier in artificial intelligence, empowering businesses to supercharge productivity. While many see AI tools as a threat to human jobs, I view them as a way to maximize your efforts. With agents, for example, you can create high-quality content and get more value from meetings—knocking…
James Manto, Co-Founder Quant Tekel In finance, we often discuss value creation in terms of market performance. But what if more companies—particularly young ones—used their reach, relationships and resources to create meaningful value beyond the markets, delivering real impact to their local communities and beyond? In December of this past…
Traditionally, when a CFO gets promoted to the position of CEO, it’s not uncommon to expect the firm to take a more analytical approach and, perhaps, double down on cost efficiency and working the numbers. However, that’s not what happened when Khozema Shipchandler moved from CFO into the role of…
In business, entrepreneurs encounter a wide array of clients. While many client experiences will be positive, there will also be tough ones who challenge your typical ways of doing business and push you to grow for the better. From scheduling check-ins to getting a better understanding of their previous experiences…
Non-dilutive (non-equity-based) grant funding serves as the equivalent of seed and growth capital for many small businesses, particularly for the 9.7 million minority-owned and 13 million women-owned businesses which have limited access to angel investors and venture capital. Unfortunately, accessing grants is a frustrating experience for many entrepreneurs. Tight application…
President Donald Trump is looking to boost American manufacturing and its competitiveness with tariffs. Last week, the nation’s 47th president moved to reinstate a 25% tariff on steel imports and lift the tariff on aluminum imports to 25%, using Section 232 of the Trade Expansion Act of 1962. The White House…
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