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        1. 3 traps to avoid when getting pre-approved for a mortgage
          If you're looking to buy a home, you may have heard that it's a good idea to get a mortgage pre-approval letter before kicking off your search. That's pretty solid advice.
        2. Counteracting Capital Gains with Tax-Loss Harvesting
          Tax-loss harvesting means taking capital losses (selling securities for less than what you initially paid for them) to offset any capital gains you
        3. 3 Things Student Loan Borrowers Need to Know About Biden's 12 Month "On-Ramp" to Repayment
          Student loan payments have officially restarted after three-and-a-half years, as the COVID-19 payment and interest pause has come to an end. In an
        4. 5 Steps to a Secure Retirement Plan for Business Owners
          When you're planning for how you'll manage your finances when you're retired you can't be hasty. Retirement planning is perhaps a multistep process, and it evolves with time. That being said, retirement planning for the service class and business owners is not the same. In most cases, the service class receives provide
        5. 5 Things That Will Change Forever For Small Business Websites
          After the pandemic, a lot of things will go back to normal for small businesses. But, some things will remain changed forever. Here are five things that I think will change permanently for small business websites around the globe. No Companies Without Websites After The PandemicThere will no longer be companies without
        6. SECURE Act impact on small business retirement plans
          For small business-owning clients, ensuring their employees have access to a retirement plan - without incurring huge costs - is a particular challenge. Fortunately, the SECURE Act, passed in December 2019, created several opportunities to that can help employers establish retirement plans, as well as to expand on thei
        7. Amid rising SaaS costs, organizations must prioritize email security
          Despite rising costs amid economic uncertainty, it's important for organizations to ensure they have a solid cybersecurity plan in place. Here's why
        8. The 1 Mistake to Avoid in a Hot Housing Market
          It's a hard time to be looking for a home. Property values have soared on a national level, and a lot of buyers are getting priced out of the market because of it. On the other hand, it's a great time to own a home. With property values being up, homeowners have more options to borrow against their homes. But there's o
        9. Buying Or Selling A Home? Here’s What You Need To Know About Contract Contingencies
          If you’ve ever bought or sold real estate, you’ve probably heard of contingencies. In the most basic terms, a contingency is a specific requirement that must be met in order to make a real estate contract final.
        10. What is a Trusted Contact? Do You Need One?
          If you’ve not heard of the idea of a “trusted contact” for your brokerage account, you’re not alone. It’s a relatively new concept: In 2018, the