Management & Organization This section of your business plan will help you to identify your own needs, and demonstrate to investors and other licensing bodies and agencies that you are the team to ...

Daniel M. Machnik is the owner of Willis & Machnik Financial Services, an affiliate of Avantax Wealth Management. “The best-laid plans of mice and men often go awry,” or so we’ve been told ...

Kevin Flowers, Erie Times-News Fri, May 23, 2025, 5:09 AM3 min read For the second time since 2019, the city of Erie could be getting state help to create a long-range financial management plan.

The plan unites both needs and wants for one's future. A financial plan will also look at any shortfall of funds. Few people, when they first engage a financial planner, will have saved sufficiently.

Debt restructuring, borrowing, a significant tax increase and other strategic moves helped Lackawanna County overcome a cash crisis last year and establish sturdier fiscal footing entering 2025, bu… ...