Client Center
Request a Proposal
Client Center
Request a Proposal
Client Center
Request a Proposal

eBooks, Articles, & More

  • 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.
Read More
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?

Read More
  • 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.
Read More
  • 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.
Read More
  • Article

Reserve Funding Legislation – Not a “Silver Bullet”

While reserve funding legislation aims to address the growing issue of underfunded community associations, it’s not a one-size-fits-all solution. Achieving financial stability requires proactive planning, a realistic understanding of costs, and collaboration between boards, professionals, and homeowners.
Read More
  • Article

Create the Best HOA Reserve Funding Plan (Are You Funding Enough?)

A successful HOA reserve funding plan balances the need for long-term financial stability with the realities of today’s budget constraints. By aligning future project costs with adequate contributions, associations can avoid special assessments and maintain property values.
Read More