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Here is how I prepare my documents before a loan signing. As a new signing agent it's important for me to keep track of all the documents and pay extra attention to pages that need to be notarized. As I become more experienced all of this probably won't be necessary but for now this is what works for me and I hope it works for you!

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▬ Contents of this video ▬▬▬▬▬▬▬▬▬▬
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0:00 - Intro
0:41 - Most Important Documents
2:03 - Keeping track of package order
3:14 - BONUS: Cheat Sheet
4:41 - How I create the cheat sheet
12:34 - Index card cheat sheet
13:03 - Outro


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SECOND: Roth IRA
This is a tax advantaged retirement account that lets you contribute post tax money…meaning taxes have already been taking out of what you earned…and by the time you’re 59.5, all the PROFIT in that account can be accessed completely tax free.

THIRD: Traditional 401k
This is an account that you invest PRE-TAX money into, and then you’re taxed when you begin withdrawing the money after the age of 59.5. For example, if you invest $500 per month into a 401K, you’ll be taxed as though you make $500 per month LESS on your paycheck. That saves you money upfront, allowing you to invest MORE money than you’d have left over AFTER paying taxes.

From my perspective, the 401k really only makes sense in a few scenarios:

The first is when your employer offers what’s called a 401K match…this is when they will match your contribution, dollar-for-dollar, up to a certain amount. Essentially, this means you’re doubling your money immediately with zero risk whatsoever.





SEVENTH: Start a business
That might be enough to buy some basic equipment to get going, it might be enough to get a website built and order inventory, i
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