Blog
Tools, tutorials and everyday advice to help you rock your personal finances.
What Are the Best Tools for Tracking Financial Goals?
How Much Insurance You Really Need To Protect Yourself And Your Family
Life teaches us that we can never be too prepared. We all need a protection plan in place, which includes a few essential elements: an emergency fund, health insurance, a basic estate plan and enough life insurance. Continue reading
All About Operating Agreements
An operating agreement is a document that outlines the internal rules and procedures for managing and operating a Limited Liability Company (LLC). If you don’t have a document that you and your partners have agreed to, then you’re at the mercy of the default operating agreement that’s provided by your state. Continue reading
How to Buy a House with Friends: A Comprehensive Guide
Here is a step-by-step guide to help you and your friends navigate the journey of buying a house together. Continue reading
An Overview of SBA Loans
Do you want to grow or modernize your small business? The SBA’s 504 loan program, also known as a Certified Development Company (CDC) loan, might just be what you’re looking for. Continue reading
Preparing Your SBA Loan Application
Getting an SBA loan? Check your credit, gather key documents, and fill out required forms. Work with your lender to ensure a smooth application process. Preparation is key! Continue reading
Guide to the SBA’s General 7(a) Business Loan Program
Looking for business funding? The SBA 7(a) loan offers up to $5 million for various needs, with the SBA guaranteeing up to 85%. Your lender provides the funds, and the SBA backs it. Check your eligibility and start your application today! Continue reading
Retirement Accounts 101: The Basics on What You Need
If you don’t have an employer-sponsored retirement plan, it’s time to look at IRAs. IRA stands for Individual Retirement Account, and there are four different types — all of which fall under the heading of ‘self-directed’ retirement plans Continue reading
