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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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Inflation chart representing rising HOA reserve project and construction costs
  • Article

HOA Inflation & Reserve Planning: How to Prepare for Rising Costs

Inflation can increase the cost of roofing, pavement, elevators, mechanical systems, and other HOA reserve projects. Learn how updated reserve studies, realistic cost assumptions, and gradual reserve funding adjustments help associations prepare for rising costs.
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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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New HOA board members learning about reserve studies and community reserve management
  • Article

How to Educate New HOA Board Members on Reserve Management

New HOA board members need a clear foundation in reserve studies, funding goals, governing documents, maintenance planning, and fiduciary responsibility. Use these strategies to build confident, informed board leaders who can make better long-term financial decisions.
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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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