Financial Education Resource Center
How to Refresh Your Business Marketing Plan for the New Year
A business marketing plan is a roadmap that lays out your business marketing goals and the specific strategies you will use to achieve them.
Why You Should Improve Your Performance Management Process in the New Year
The performance management process is an ongoing process that involves continuous communication between leadership and employees.
Revamp Your Strategic Business Plan in the New Year (w/ Example)
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.
8 Realistic New Year Business Goals & Objectives
Before you set your new year business goals and objectives, you’ll need to look at where your business stands now.
8 Steps to Build a Business Holiday Budget (w/ Template)
Building a business holiday budget is a necessary step for any business owner who wants to avoid overspending during the holiday season.
11 Holiday Marketing Tips & Strategies to Make the Most of the Season
For many small businesses, holiday marketing plays an essential role in meeting annual goals for sales and profits.
When Does It Make Sense to Refinance a Commercial Real Estate Loan?
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.
8 Steps to Apply For and Get a Commercial Real Estate Loan
Obtaining a commercial real estate loan you need for your business requires planning and documentation.
Are You Getting a Good Commercial Mortgage Rate?
Are you getting a good commercial mortgage rate or not? Here’s what you need to know.
Residential vs. Commercial Property Loan: What's the Difference?
Getting a commercial property loan can help you buy commercial property for your business, including office buildings, warehouses, retail spaces and more.
Buying vs. Leasing Commercial Real Estate: How to Decide
We’ve created this guide to help you understand buying vs. leasing commercial real estate, including the pros and cons of each.
Do You Need a Business Credit Card? & 3 Requirements to Apply
While there are multiple ways to obtain the money needed to pay for your business expenses, one option is to get a business credit card.
How Does Inflation Affect Savings?
The tips we’ve included here can help you protect your savings from inflation and ensure you’ll have the money you need to meet your financial goals.
How Does Inflation Affect Retirement?
Inflation may be high in 2022, but there are things you can do to augment your retirement savings and protect yourself against inflation.