Planning Techniques for Business. Planning is a critical business responsibility that is often overlooked, particularly by smaller companies with limited time and personnel resources.

Our results showed that for Gen X, there are a few specific places in the financial planning process where they want an advisor’s direct help (Source: eMoney Study—The Value of Collaborative ...

Companies begin the planning process by taking a critical look at the business' current state. The management team evaluates what the company is doing well and where it is falling short.

By building flexibility into your estate planning structures from the beginning, you create a framework that can adapt to ...

Estate Planning now can help protect your assets. Economic turmoil results in law suits as people and governments seek to recover from their loss. Newsletters Games Share a News Tip ...

Tax planning is a great asset, but for many clients there is still pain in the tax preparation process. The best way for advisors to have an impact in this area is to set their clients up for success.

This section facilitates planning, but the responsibility for issuing the order still rests with the J/G/S-3. The G-5 facilitates the development of draft plans that can be rapidly converted into ...

The planning process, as found in Army Doctrine Publication (ADP) 5-0, The Operations Process, and Army Tactics, Techniques, and Procedures 5-0.1, Commander and Staff Guide, is doctrine.