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eBooks, Articles, & More

  • eBook

Building a Better Tomorrow Using Reserves

HOA boards can’t stop time, but they can prepare for it. A well-executed reserve study isn’t just about numbers—it’s about protecting property values, avoiding costly surprises, and building a stronger future for your community. Learn the three essential steps to effective reserve planning and why it’s more than just a spreadsheet—it’s a mindset.
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  • Article

Inflation and Reserves Planning: Adjusting to Rising Costs

Inflation is an economic force that affects everything, from household expenses to the long-term financial planning of homeowners associations (HOAs). For HOAs, reserve planning is particularly vulnerable to inflationary pressures, as rising costs for materials, labor, and services directly impact the ability to fund major projects. A $50,000 roof replacement planned a decade ago might now cost $75,000—or more. Without a proactive approach, inflation can create funding shortfalls that leave associations scrambling to make up the difference. This article explores how inflation influences reserve planning, addresses common misconceptions, and offers strategies for adapting to rising costs while maintaining financial stability.
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  • eBook

uPlanIt FAQ eBook

The uPlanIt FAQ eBook is your quick, accessible guide to making the most of our online reserve planning tool. It answers common user questions, explains key financial concepts, and offers expert tips making the most out of uPlanIt. Whether you're a board member or property manager, this eBook helps you plan with clarity and confidence.
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  • Article

Strategies for Educating New Board Members on Reserve Management

Becoming a new board member for a homeowners association (HOA) can feel overwhelming. Beyond navigating the complexities of community leadership, new members must quickly understand all the physical, financial, and political aspects of board leadership. Here we’ll address reserve management—a cornerstone of maintaining a thriving, financially secure community.
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understanding hoa reserve components in a reserve study-The Board's Guide to HOA Reserve Components Maintain Replace or Save
  • Article

The Board’s Guide to HOA Reserve Components: Maintain, Replace, or Save?

Is it time to maintain or fully replace? Which components take priority? How do you save money for your HOA homeowners properly? We’ll give you a handful of real-life examples so you can see how our experts would handle even the most expensive projects!
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  • Article

HOA Reserve Funding: Your Roadmap to Financial Security

As an HOA board member, you’re tasked with a monumental responsibility: ensuring the financial health and physical well-being of your community. One of the most critical aspects of this role is effective reserve funding. Underfunded reserves can lead to financial crises, unexpected special assessments, and a decline in property values.
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