Category: Accounting

The questions most savvy investment advisors will ask when meeting a client for the first time include questions pertaining to their future plans in addition to how much they currently have invested and their aversion to risk. The question pertaining to future use is typically posed as “what is your time horizon?” Time horizon simply…
Read more

Do you have enough money in your care fund? This is a question we run into a lot in our travels across the country. Sometimes we ask the question of cemetery operators, but more often than not, the question comes from cemetery operators themselves. READ MORE..