Why Small Businesses are Turning Their Backs on Bank Loans
Traditional bank lending has been done the same way for some time. While banks have put a lot of time and effort into innovating customer experience for consumers, business banking is still quite cumbersome.
Pre-Funding Your Funeral Makes Good Business Sense
Giving thought to one’s own mortality is never an easy subject but planning for life’s end can ease many burdens for your family and loved ones. Fortunately, many cemeteries and funeral homes have taken an active role in helping people plan for their own funerals.
Summer is a Good Time to Review your 401k
It’s important to look at your total financial plan and what your goals are. If you don’t know how to do that, sit down with a financial advisor who can help you figure out your goals, look at your risk analysis and help create a plan that’s intended just for you.
Get Your Finances in Check With These Five Tips
August is National Financial Awareness month, which means it’s an ideal time to assess your ability to understand how money works and gain some insight into your own finances.
Investing with Purpose: Best Practices for Values Investing
According to the US SIF Foundation’s 2018 Report on U.S. Sustainable, Responsible and Impact Investing Trends, nearly $12 trillion are invested in a variety of socially responsible ways in the United States alone, which is $1 out of every $4 under professional management.
Is Your Spouse Shirking Their Support Obligation?
What each party’s income is or should be is often contested in divorce cases because it has an impact on the amount of child support or maintenance payable. This article addresses what you need to know about income and support obligations in divorce.
Taking the Pain out of the Audit
Rather than dreading the audit process, organizations should view it as a way to affirm that their management team, governing body and donors have accurate and complete information to make decisions that help further their mission.
Turning Your Assets Into Flexible Working Capital
Asset-based loans have become increasingly popular for small business owners over the past years. Unlike traditional business loans, asset-based lending will help you maximize your borrowing capacity and lets you free up working capital.
So, You Want to Fund a Tech Company
Through investment, local entrepreneurs can not only generate the capital that they need to get their ideas off the ground, but they can also leverage the know-how, advice and contacts that a particular investor may have.
Protect Your Company from Becoming a Financial Fraud Victim
Fraud is not a new problem for many organizations, but unfortunately, the people who are committing it are becoming savvier by the day.
A Guide to Money and Marriage
There is no way to avoid disagreements over money altogether, but aligning on a joint and comprehensive financial plan helps.
For Retirement: Avoid the Target-Date Fund Trap
Target-date funds are superior to the previous status quo, however, once investors reach their target retirement year, their allocation to bonds is always too high.