The Basics of Personal Balance Sheet
If you'd prefer to watch this content on our recent YouTube video, check it out here Most people hear the term “Balance Sheet” and...
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Maddi Napier
- Sep 9
- 6 min
How to Find Investors for Your Company
How to Find Investors for your Company Are you a small business looking for potential investors and unsure of how to start? We want to...
12 views0 comments
Maddi Napier
- Aug 26
- 4 min
How Much can I Afford when it Comes to Buying a House?
Buying a house can be an exciting, stressful, exhilarating, anxiety-filled experience, particularly in our current market environment in...
30 views0 comments
Maddi Napier
- Aug 19
- 4 min
Do I Have Too Much Cash On Hand?
As a financial planner, I get all sorts of questions about “investments.” Anything from what type of account should I open to what type...
64 views0 comments
Maddi Napier
- Sep 28, 2020
- 4 min
Which Four Financial Documents are a MUST when it Comes to your Business?
As a small business owner, you are nothing short of insanely busy. You’re likely responsible for most (or all) areas of your business and...
41 views0 comments
Maddi Napier
- Sep 21, 2020
- 3 min
Three Arguments to Adopt a Profit Distribution Process in your Business
As a small business owner, you are constantly balancing many, if not all aspects of keeping the business afloat. You’re the owner,...
29 views0 comments
Maddi Napier
- Aug 31, 2020
- 4 min
Should you Pay your Federal Student Loans Even if a Payment isn't Due?
Should you Pay your Federal Direct Student Loans Even if a Payment Isn’t Due? Many of us are somewhat familiar with the CARES...
38 views0 comments
Maddi Napier
- Aug 12, 2020
- 4 min
Your Business’ 401k Plan Fees Explained
Owning a business is often terrifying, gratifying, challenging, rewarding, and everything in between. You pursued entrepreneurship...
25 views0 comments
Maddi Napier
- Aug 4, 2020
- 3 min
Should you Name your Business After Yourself?
You see it all the time across different industries; Smith & Doe Associates or Smith Legal Services for example. Business owners name...
46 views0 comments
Maddi Napier
- Jul 27, 2020
- 4 min
What to Consider When Choosing a Bank for your Business
When choosing a bank for your business, it’s easy to default to an existing personal bank you’ve used for years or a bank that you were...
27 views0 comments
Maddi Napier
- Jul 20, 2020
- 4 min
7 Things to Know about your Auto Policy
Insurance policies have become commoditized and transactional in nature; most people not even aware of what they have purchased. Price...
33 views0 comments
Maddi Napier
- Jul 13, 2020
- 4 min
5 Steps to Build a Budget
Most would recognize a budget as an elementary concept, yet so few people know how to build and follow one. Understanding the dollars...
39 views0 comments
Maddi Napier
- Jul 6, 2020
- 4 min
All About Roth Part I: The Roth Conversion
All About Roth Part I: The Roth Conversion The concept of “Roth”, while established more than 20 years ago, still creates some confusion...
25 views0 comments
Maddi Napier
- Jun 30, 2020
- 3 min
Qualified vs. Non-Qualified Plans
One of the foundational concepts in the institutional retirement plan industry (employer plans) is the difference between a qualified and...
35 views0 comments
Maddi Napier
- Jun 22, 2020
- 3 min
Basics of a Pay Stub
Most people have an employer as their primary and sole income producer so let’s talk about pay stubs. These usually get delivered every...
26 views0 comments
Maddi Napier
- Jun 16, 2020
- 3 min
5 Steps to Adulting You Can Take Right Now
1. Get an Emergency Savings Account in Place The first thing to consider doing as a full grown “adult” is establishing a savings account...
26 views0 comments
Maddi Napier
- Jun 8, 2020
- 3 min
5 Travel Hacks that will Save you Money
The ability to travel and explore new cultures is a common interest among people in all walks of life but it's not typically an...
40 views0 comments
Maddi Napier
- Jun 1, 2020
- 4 min
What are the Types of Life Insurance?
What are the types of life insurance? It’s hard to believe that life insurance has been around since the 1700s and even still is so...
44 views0 comments
Maddi Napier
- May 19, 2020
- 3 min
Calculating Your Emergency Savings Fund
Calculating an Emergency Savings Fund “How much should I have saved for emergencies?” If you’re asking this question, you’re not alone...
39 views0 comments
Maddi Napier
- May 11, 2020
- 4 min
Why Contribute to an HSA?
Health Savings Accounts are a savings vehicle that were established in 2003 with the passing of Medicare Prescription Drug, Improvement,...
23 views0 comments