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A guide to maximizing interest-bearing accounts

Beginner's Guide to Charitable Donations

Are you ready to support a philanthropic cause? Feeling inspired to give is the first step, and then it’s time to create your plan. By understanding charitable contributions, you can create a giving strategy that’s sustainable for your goals and budget.



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debt consolidation mortgage

Jan 10, 2023  |  Mortgages Debt Management

What is a Debt Consolidation Mortgage & Should You Get One?

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If you are carrying debt, then it may be helpful to get a debt consolidation mortgage and secure the money you need to pay off your debts.

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refinance vs heloc

Jan 6, 2023  |  Mortgages Debt Management

Debt Consolidation 101: How to Decide Between Refinancing & HELOC

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Choosing cash-out refinance vs HELOC for debt consolidation is mostly about reviewing your debt, current mortgage rates, and loan estimates.

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business marketing plan

Dec 27, 2022  |  Business

How to Refresh Your Business Marketing Plan for the New Year

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A business marketing plan is a roadmap that lays out your business marketing goals and the specific strategies you will use to achieve them.

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performance management process

Dec 19, 2022  |  Business

Why You Should Improve Your Performance Management Process in the New Year

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The performance management process is an ongoing process that involves continuous communication between leadership and employees.

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strategic business plan

Dec 14, 2022  |  Business

Revamp Your Strategic Business Plan in the New Year (w/ Example)

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If you don’t yet have a strategic business plan, then this is the perfect time to build one to help you articulate and pursue your growth goals.

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new year business goals

Dec 9, 2022  |  Business

8 Realistic New Year Business Goals & Objectives

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Before you set your new year business goals and objectives, you’ll need to look at where your business stands now.

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holiday budget

Dec 1, 2022  |  Business Holidays

8 Steps to Build a Business Holiday Budget (w/ Template)

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Building a business holiday budget is a necessary step for any business owner who wants to avoid overspending during the holiday season.

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holiday marketing

Dec 1, 2022  |  Business Holidays

11 Holiday Marketing Tips & Strategies to Make the Most of the Season

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For many small businesses, holiday marketing plays an essential role in meeting annual goals for sales and profits.

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commercial real estate refinance

Nov 28, 2022  |  Mortgages Business

When Does It Make Sense to Refinance a Commercial Real Estate Loan?

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If you have a commercial real estate loan, refinancing can be a good way to get a more advantageous interest rate or reduce your monthly payment.

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how to get a commercial real estate loan

Nov 22, 2022  |  Mortgages Business

8 Steps to Apply For and Get a Commercial Real Estate Loan

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Obtaining a commercial real estate loan you need for your business requires planning and documentation.

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commercial mortgage rates

Nov 16, 2022  |  Mortgages Business

Are You Getting a Good Commercial Mortgage Rate?

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Are you getting a good commercial mortgage rate or not? Here’s what you need to know.

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commercial property loan

Nov 12, 2022  |  Business Borrowing

Residential vs. Commercial Property Loan: What's the Difference?

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Getting a commercial property loan can help you buy commercial property for your business, including office buildings, warehouses, retail spaces and more.

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