Blog
30
2020
30
2020
15
2019
Retirement is much more than just the end of a career. Hopefully, it’s also a substantial portion of your adult life. Working with a trusted financial advisor can be a smart way to prepare and can give you the confidence to make the most of your Golden Years. Whether you’re looking for a retirement advisor, […]
23
2018
For most potential buyers, home ownership is a huge decision, particularly in an age of increased student loan debt. Since most people can’t afford to pay for a home outright, the idea of taking on a mortgage—and a multi-year commitment—can be daunting. Everyone’s financial situation is different, but it’s worth exploring the long-term economic benefits […]
2
2018
Seeing the value of your property increase is a welcome development for homeowners. It can be reassuring evidence that the home they chose to purchase, and when they bought it, was a smart decision. Rising values can also be a signal that it’s time to explore refinancing your current mortgage. Saving Money Falling interest rates […]
21
2018
Approaching retirement may demand a careful examination of your financial situation. Enjoying your golden years and supporting your lifestyle can mean making tough decisions regarding future priorities. One of the most important choices faced by retired homeowners is whether or not they should remain in their current home. Freedom from employment creates new possibilities worth […]
4
2018
As you prepare for retirement, and start considering a reverse mortgage, also known as Home Equity Conversion Mortgage (HECM), there are some important things to remember. While all HECM loans require a third-party counseling session with a government-approved housing counselor, understanding the obligations and responsibilities of homeowners from the outset can help with planning and […]
25
2018
Buying a home is a huge decision. There are lots of questions to ask and pros and cons to weigh before you ever commit to making an offer. But, it’s the financial decisions you made before you started shopping—and the story they tell about you—that could prove to be just as critical. Obtain a copy […]
10
2018
Have you taken your retirement planning far enough? You’ve probably thought about your financial security, investment options, and how to spend the well-deserved freedom that retirement brings, but your strategy shouldn’t end there. Creating an aging plan to guide the decisions you, and your loved ones, will face is a critical part of the retirement […]
28
2017
The wellbeing of a child is typically a parent’s highest priority; parents make every effort to keep them healthy, happy and safe. However, as time goes on, these roles can reverse, with adult children feeling responsible for the care of their aging parents. Starting the Conversation Navigating this transition is not always easy. Parents often […]
