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Mar.22, 2024 in
Blog
Marriage and committed relationships bring joy, shared dreams, and goals. With this also comes the responsibility of managing finances together. Effective financial management is crucial for building a solid foundation. Navigating finances together as a couple can be a rewarding journey with the right approach. Couples can achieve excellent financial stability and build a prosperous future by w...
Feb.22, 2024 in
Blog
Did you know that nearly half the population in America either struggles to save or has no savings at all? Having a rainy-day fund is always a good investment on your part, so how can you reach your savings goals? Let’s look at some best practices you can implement to help take your savings to the next level!
Pre-savings planning will help you identify the areas you need to prioritize and th...
Jan.17, 2024 in
Blog
Many small businesses are now required to report information about the individuals that own or control them, due to a new law called the Corporate Transparency Act in effect as of January 1, 2024. This law requires reporting to the U.S. Treasury’s Financial Crimes Enforcement Network (“FinCEN”). The law is to make it harder for criminals to use shell companies or unc...
Jan.16, 2024 in
Blog
Did you know that your financial well-being can affect your physical well-being? Factors like stress, depression, and poor decision-making can all be evidence of dwindling financial wellness as well as physical. As we stand on the cusp of a new year, the canvas of financial opportunities awaits, and the choice is yours! Join us as we explore practical strategies to start 2024 on the right finan...
Dec.08, 2023 in
Blog
What Are SBA Loans?
SBA Loans, or Small Business Administration Loans, are government-backed financial tools designed to support and empower small businesses. These loans provide entrepreneurs with access to capital they might not otherwise obtain through traditional financing channels. The U.S. Small Business Administration guarantees a portion of the loan, reducing the ri...
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