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Smarter in :90 - Estate Plans - Do you need one?

There's a lot of misconceptions about estate plans, like what they entail and who needs one.

Smarter in :90 - Budgeting with Less Anxiety

Kate has been stressed out trying to figure out her budget. But it really doesn't have to be that complicated. It's just a simple math equation: what you make minus what you spend.

Smarter in :90 - Church Loans

Kate didn't even know that Church Lending Specialist was a thing; and at most banks, it isn't. My sole focus is working with churches and religious organizations.

Smarter in :90 - The Easy Way to Pay Your Friends

Kate was still waiting for her friends to pay her back for those T Swift concert tickets. It's probably many of us run into nowadays. Debit and credit cards are accepted almost everywhere.

Smarter in :90 - The Reason You Need a Plan

If someone asked, would you know how much money you're spending each month on things like clothes or home decor? If you wouldn't know, you're not alone.

Smarter in :90 - An Easier Way to Handle Healthcare Expenses

Being sick stinks. It's even worse when the idea of going to the doctor is debated because of the cost involved with a visit. Health Savings Accounts are a great way to put away money so those . . .

Smarter in :90 - Home Improvement Financing Explained

Kate wants to make some changes to her home, but she isn't sure how to pay for it. A home equity loan or line of credit could be a great solution to make improvements and add value to her home.

Smarter in :90 - Reduce Home Building Stress

There are a lot of moving parts when it comes to building a home and even more decisions for the home owner. A good lender can help alleviate some of the stress.

Smarter in :90 - The Simple Way to Accept More Forms of Payment

The last thing Kate's budding business needs is to take on unnecessary risk. While check usage is steadily declining, it still has high instances of fraud.

Smarter in :90 - Credit 101

There are a lot of misconceptions about credit. Kate definitely believe some of them. It's hard to build a good credit history when you don't even know how the system works. Watch the video to learn.

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