10 guides · 10 topics

Money, taxes and insurance

Taxes, bookkeeping, cash flow, loans, retirement, and the policies that protect a family or a business.

Newest in this area

Start with these

Life and Disability Insurance Your income tripled and your coverage did not: a stress test for a high earner's household Sales directors and account executives tend to outgrow their protection without noticing. Here is how to test whether your savings, life insurance and disability coverage would hold up to a downturn, a long illness or a death, and what the review with a licensed agent looks like.

Curtis TranNew York Life 9 min

Property & Casualty Insurance Your homeowners renewal just jumped: what to do before you pay it A renewal notice with a bigger number is not a bill you have to accept. Here is how to read it, what actually moved the price, and what a proper reshop looks like.

Aaron HusmanThe Phoenix Insurance 9 min

Health Insurance Your group health renewal came in with a big increase: what to do before it takes effect The renewal letter is not the final word. Here is how to read it, what alternatives exist for a small employer, and how to run the comparison without it costing you anything.

Rex SloverSlover Agency 8 min

By topic

Every topic, written by the member who does the work

Certified Public Accountant

Joe Hockaday · Joe C. Hockaday, CPA

Your books are a year behind and tax season is coming: how a small business catches up8 min

Topic page →Ask Joe →

Bookkeeping

Monis Zaidi · Assured Business Solutions

Your books are months behind and a tax deadline is coming: how to catch up without panic8 min

Topic page →Ask Monis →

Auditor

EJ Musharbash · Malnory McNeal & Company

Your bank or grantor just asked for audited financials: what that means and what to expect9 min

Topic page →Ask EJ →

Fractional CFO

Daniel Galimberti · ECFO

Profitable on paper, short in the bank: what a fractional CFO does that bookkeepers cannot9 min

Topic page →Ask Daniel →

Financial Advisor

Joseph Roppolo · Primerica

Two kids, a mortgage, no plan: how a working family puts protection and savings in order7 min

Topic page →Ask Joseph →

Commercial Banking

Leslie Haxel · Frost Bank

Your business outgrew its checking account: when a line of credit beats a loan8 min

Topic page →Ask Leslie →

Commercial Financial Broker

Brian Gramlich · Terrydale Capital

Your apartment loan matures in 18 months and rates have doubled: how a refinance gets done9 min

Topic page →Ask Brian →

Life and Disability Insurance

Curtis Tran · New York Life

Your income tripled and your coverage did not: a stress test for a high earner's household9 min

Topic page →Ask Curtis →

Health Insurance

Rex Slover · Slover Agency

Your group health renewal came in with a big increase: what to do before it takes effect8 min

Topic page →Ask Rex →

Property & Casualty Insurance

Aaron Husman · The Phoenix Insurance

Your homeowners renewal just jumped: what to do before you pay it9 min

Topic page →Ask Aaron →

Different problem?

Search all 115 guides, or ask a person.

All guides Find a professional