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Monthly Archives: March 2020

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Coach: Your First SBA Loan

2024-01-02T21:25:56+00:00March 19th, 2020|

Coach: Your First SBA Loan HOW IT WORKS Growing a business means you have to raise capital and SBA loans are one way to do that. Get ready to apply for your first SBA loan with this Coach session. Select Get Started to begin and follow along with the Coach. This session will help you evaluate how

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Build an Emergency Fund Coaching Tool

2024-01-02T21:27:58+00:00March 19th, 2020|

Coach: Build an Emergency Fund HOW IT WORKS An emergency fund is an amount of money you set aside to cover unexpected expenses or to cover basic expenses if there are significant changes to your income. How much you need in your emergency fund is unique to you and your personal circumstances. To find out using this

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Coach: Basic Bookkeeping

2024-01-05T13:51:21+00:00March 18th, 2020|

Coach: Basic Bookkeeping HOW IT WORKS Owning a business means staying on top of financial reports and bookkeeping. Easier said than done. Well, it used to be. This Coach session will guide you through basic bookkeeping principles and provide a spreadsheet for you to create both a Profit & Loss Sheet and a Balance Sheet for your

  • Income and expenses graphic. Learn to budget

Coach: Create A Budget

2024-03-12T15:46:15+00:00March 18th, 2020|

Coach: Create A Budget HOW IT WORKS You need a budget to tell your money where to go, but making one can seem daunting. This Coach walks you step-by-step through the process of creating a budget that fits your lifestyle. Using the 50/30/20 rule, every dollar is assigned to needs, wants, or savings. You’ll also receive

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Coach: Get Out of Debt

2024-01-09T18:39:38+00:00March 17th, 2020|

Coach: Get Out of Debt HOW IT WORKS Managing debt is the best way to find financial freedom. This Coach session will provide useful strategies to manage your personal debt situation and create a plan to payoff your debts using the debt snowball or avalanche methods. To begin the Coach session, select Get Started. Next, follow along,

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Coach: Retirement Funds

2020-06-30T19:28:56+00:00March 16th, 2020|

Coach: Retirement Funds HOW IT WORKS When you invest in a retirement account, your money will grow until you're ready to retire. But how do you know whether to use a Traditional or Roth retirement account? The Coach session will walk you through both types of accounts and show how your personal retirement savings will be affected

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Getting a Car

2024-01-09T18:42:30+00:00March 16th, 2020|

When looking for a new car, you have three main options: buy used, buy new, or lease. There are pros and cons to each method. Your choice will be based on various financial considerations, driving habits, and personal preference. Used Buying a used car is appealing to many people. Used cars

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Selling Your Home

2022-01-26T17:59:15+00:00March 16th, 2020|

Selling your home and buying a new one when you retire can be a taxing experience. Many people remain in the community where they've been living when they retire, though not necessarily at the same address. Others think of retirement as the time to move to the mountains, the desert, the beach, or

  • real estate agent hands keys from new home.

Buying a Home

2020-06-30T19:30:14+00:00March 16th, 2020|

Buying a home may be one of the biggest financial decisions you'll ever make. Start by defining your goals. Consider where you want to live, the features you're looking for, what you can afford, and a realistic date for having the money you'll need. Then apply your knowledge to making this key decision.

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Asset Depreciation Calculator

2024-03-12T17:38:58+00:00March 13th, 2020|

Asset Depreciation Calculator HOW IT WORKS The value of an asset will most likely decrease over time. This means that many business purchases will need to account for deprecation in order to calculate the correct tax deductions each year. To achieve this, the cost of an asset should be spread evenly over its useful life; this is

  • illustration of man riding a ball and chain of debt

Debt Payoff Calculator

2024-01-09T18:42:54+00:00March 13th, 2020|

Debt Payoff Calculator HOW IT WORKS Most everyone would prefer to live debt-free, and by adding to your monthly payment toward debt, you can become debt-free quickly and save money on interest. This calculator will show you how long it will take to pay off a loan and how much interest will accrue over the length of

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Auto Loan Payoff Calculator

2024-01-09T18:43:34+00:00March 13th, 2020|

Auto Loan Payoff Calculator HOW IT WORKS The price of your vehicle, down payment you make, length of the loan, and interest rate are all factors that determine how much you'll pay for your car. Adding a bit more to your payments each month can help you pay off your car loan sooner and, ultimately, save you

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