How Does the SBA Review Them?

January 18, 2018

8a Certification – Your firm’s financial statements? What is required to be submitted? All firms applying for 8a Certification must submit the following: a. A copy of the firm’s current year to date balance sheet and income statement. The date of these statements cannot be any older than 90 days old when submitted to the […]


Successful Financial Conversations When You’re Engaged

January 9, 2018

While money is a leading cause of marital strife, a recent Ameriprise study found that nearly seven in ten couples say they have good financial communication. Before wedding planning kicks into high gear, make conversations about your finances a priority. Taking the time today to talk through money matters can create a solid foundation for […]