Blog

Because the document issued is not legally binding, there is no need for an invoice number, the exact date of delivery, or payment terms (e.g. payment in 30 days). All you will need to do to transform your pro forma into a true invoice post-delivery is to add those things in and modify the date […]

It’s not legally binding since it doesn’t demand payment, and it can also be used for quoting prices, as part of negotiation, or for customs purposes in international trade. A proforma invoice is typically used for importation customs cases or as a prelude before issuing a commercial invoice. The non-binding nature of a proforma invoice […]

Financial planners often recommend, first and foremost, contributing at least enough to a company’s 401(k) plan to earn the company’s match, if possible. A brokerage account is a key part of your financial plan, as investing in markets is one of the best ways to achieve long-term growth. It’s important that you work with a […]

A brokerage account is an investment account that allows you to buy investments like stocks, bonds, mutual funds, and exchange-traded funds (ETFs). Remember, though, that an account minimum differs from an investment minimum. An account minimum is the amount you need to deposit into the brokerage account just to open it. Where should you open […]