The new year is fast approaching, and now is the perfect time for you to plan out where you want to take your lending...
Dollars & Sense
Welcome to “Dollars & Sense” – our blog with common sense tips, helpful articles, videos, and other resources to help maximize your dollars.
Working in the mortgage industry, you understand that a great deal of being successful comes from building and nourishing relationships. This can sound like...
Businesses need a healthy amount of working capital or “start-up funds” to help them grow. Having a solid plan for access to these funds...
Question: When you receive a recommendation from a friend or family member on something that you would consider a large purchase, what is one...
As professional advisors, many of us have had long-term relationships with our clients. There is a phenomenon facing a large percentage of our business...
If you want to create transferable value in your company, focus on moving your business up the mountain of value creation. As a business...
M&A advisors assist owners of privately held companies when buying or selling a business (typically through the purchase or sale of its assets). Like...
Are you thinking about renting a house or condo for your next vacation? While these rentals can be a great way for families and...
The announcement comes via regular mail, email or a phone call. You’ve won a big prize, and now it’s time to collect your money....
Enhanced security credit and debit chip cards are being rolled out to consumers as a powerful new defense against fraud and counterfeiting. These cards...
There are approximately 6 million companies in the United States with revenues from $1 million to $150 million. Baby boomers own roughly 50% of...
There are many reasons an owner of a company might consider diversifying ownership. The timing for a change in equity ownership can be driven...