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Do You Need a Business Loan Broker?

CreditStrong for Business

They usually lack sufficient time in business to meet lending requirements or established business credit scores. The factoring company is responsible for collecting the invoices and gets to pocket the difference while you get your cash upfront. Reach out and ask if they’ve ever worked with a loan brokerage firm that they’d recommend.

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26 Investment Strategies to Simplify Your Portfolio and Save Money on Fees

Due

Many of us get monthly statements from banks, brokerages, mutual funds, and retirement plans. As a matter of fact, nearly half of American Association of Individual Investors respondents (49%) reported having two or more brokerage accounts. The ETRADE Core Portfolios robo-advisor is managed by one of the largest online brokerage firms.

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Maximizing Your Retirement Savings with 401(k)s and IRAs

Due

A Roth IRA collects income tax right away. Therefore, it doesn’t make sense to put aside so much that you have to get credit card debt just to get by. Create a brokerage account. You may also want to consider opening a brokerage account after you max out your 401(k). Decide what you can realistically contribute to.

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A Retiree’s Guide to Digital Finance: Terms, Tools and Tips

Due

For retirees, digital finance means greater convenience and efficiency in retirement planning, banking, credit card and loan payments, day-to-day budgeting, and investing. Online banking and fintech apps often eliminate the need for a physical debit card or credit card by providing digital versions of such cards.

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A Proven Way to Get More Business Deposits After the Silicon Valley Bank Collapse

Biz2X

It’s the worst crisis to hit the financial services industry since the bank, insurance, and brokerage company failures that lead to the Great Recession more than a decade ago. The data collected while applying for an account will enable you to tailor offers that meet individual needs.

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What are Liquid Assets? Small Business Owner's Guide

tillful

Non-cash liquid investments from the private or public stock market in your brokerage or other investment accounts. Taking a look at liquid assets, your personal cash or non-cash liquidity may be at risk in the event of a work-related lawsuit or debt collection if you fail to adequately protect yourself.

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A Comprehensive Guide to Real Estate Accounting

Lendio

If you’re working with a real estate brokerage to build up your business and brand name, make sure you have a clear idea of your commission fees and opportunities. Each brokerage charges its own commission structure and creates opportunities for real estate agents to negotiate their percentages, signing bonuses, and other earnings.