Blog
Tools, tutorials and everyday advice to help you rock your personal finances.
How to Buy a House with Friends: A Comprehensive Guide
How To Help Young Adult Children Achieve Financial Independence
Mastering financial independence doesn’t happen all at once. Instead, it’s a work in progress. Continue reading
How to Spot A Scam And Protect Your Money
Scams abound these days, all of them designed to steal your money, sometimes over the long haul, sometimes in a single transaction. Continue reading
The Importance of Having a Will and Estate Plan
Anyone who cares about what happens to the people they love or the stuff they leave behind can likely benefit from setting up an estate plan. Continue reading
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
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