Financial Tips

Credit
Loan or lease? The advantages and disadvantages are spelled out in an easy-to-read format so you can carefully weigh the options.

Management
A closer look at an income statement and balance sheet. Learn how both reports can help you achieve your business goals.

Are you getting all you can from your loan officer? Besides servicing your account, your loan officer can provide dependable advice on a range of financial issues.

Building a business plan. Learn how you can use your business plan to measure the success of your business.

Who needs a consultant? Questions to help you determine if hiring a business consultant is right for your business.

Estate Planning
13 Estate Planning Terms You Should Know
Families delay doing critical estate planning for a variety of reasons: much of it deals with death or incapacitation, they don’t think they need planning, or it raises touchy family issues. Another reason is that they don’t understand the complicated jargon.

Do you need a will? Will your estate be at the mercy of federal and state laws? Learn how proper planning can help you provide for your heirs the way you want.

Estate planning tips. Questions you can ask yourself that may save you estate tax dollars.

Knowing your net worth is key to managing your money. Your estimate is probably wrong ... by a lot of dollars!

Appraisal
Do you need an appraisal? A simple questionnaire to help you decide if you need a business appraisal.

Taxes
Alternative Minimum Tax, is it in your future?
See if you are among the growing number of taxpayers who must pay the AMT.






   

Credit
     Loan or lease?
Management
     A closer look
     Loan officer
     Building a business plan
     Who needs a consultant?
Estate Planning
    
13 Estate Planning Terms      Do you need a will?
     Estate planning tips
     Knowing your net worth...
Appraisal
     Who needs an appraisal?
Taxes
     Alternative Minimum Tax











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