Do You Need Pet Insurance?
More and more people are getting pet insurance. It is an insurance meant to protect owners from paying expensive medical bills when a pet...
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- Mar 17
- 3 min
What is Wealth Management?
Wealth management can be thought of as a comprehensive service focused on taking a holistic look at a client’s financial picture,...
- Mar 10
- 1 min
The Reverse Mortgage- Continued
Reverse mortgages backed by the Federal Housing Administration (FHA), otherwise known as home equity conversion mortgages (HECMs),...
- Feb 24
- 4 min
Should I Rent or Buy?
If you’re a renter, you might find yourself considering whether you should buy a home instead- especially when your lease is about to...
- Feb 10
- 2 min
Why is my loan not serviced by my mortgage lender?
The complexity of the mortgage process can make searching for and securing a loan difficult and confusing. There are many considerations...
- Jan 27
- 2 min
Bank Statement Mortgage Loans
Generally when you apply for a home loan, you often need to provide your W-2’s and tax returns. But what if you don’t have those?...
- Jan 20
- 4 min
SECURE Act 2.0: How it Affects Plan Participants and College Loans and Savings.
Last week we went over the provisions of the SECURE Act 2.0 that affected employers, both small and large. This week, we’ll dive into the...
- Jan 13
- 3 min
SECURE Act 2.0: Summary of Key Tax and Retirement Provisions Affecting Employers
On December 29, 2022, President Biden signed the Consolidated Appropriations Act, which is part of the larger bill, the Securing a Strong...
- Jan 6
- 3 min
When is the Right Age To Retire?
As you move closer to retirement age, you’ve likely been involved in discussions about retirement planning. These may involve chats about...
- Dec 16, 2022
- 2 min
4 Things Home Inspectors Miss On Inspection Day
1. Dryer Vents If a washer and dryer are blocking the vents, chances are home inspectors are going to miss it. Some vents are so clogged,...
- Dec 9, 2022
- 2 min
5 Financial Tasks For Year’s End
1. Update beneficiaries and passwords When there is a change in your family such as the loss of a family member, divorce, or birth of a...
- Dec 2, 2022
- 3 min
Fun Things To Do When It’s Cold Outside.
When it's finally time to wind down for the winter, it can be hard to stay busy, but it doesn't have to be with a little creativity and...
- Nov 18, 2022
- 3 min
What Does a Financial Advisor Do?
Many people wonder what a financial advisor does and if it is worth it. In general, these professionals help you make decisions about...
- Nov 4, 2022
- 2 min
Planning Ahead: Long-Term Care.
For years you’ve been imagining all the things you’ll do in your retirement. Travel the world. Restore a classic car. Start a garden....
- Oct 28, 2022
- 1 min
A Well Balanced Retirement Strategy.
The three most important aspects to consider in retirement must be equally strong, support each other and work together to achieve...
- Oct 21, 2022
- 3 min
Do you need Flood Insurance?
Did you know that just one inch of water can cause $25,000 in damage, according to FEMA? Did you know that every single house in the...
- Sep 23, 2022
- 4 min
Getting ready to sell your home? Here's what you need to do.
After years of making memories in your home, you’re ready to sell it and want to do it right. Here are a few things to do when you are...
- Sep 16, 2022
- 2 min
Learning About Life Insurance Claims.
Life insurance is most valuable to you during life's difficult times, which is why it's important to know in advance when and how to file...
- Sep 8, 2022
- 2 min
The Do's and Don'ts of Applying for a Mortgage
The process of purchasing a home can be overwhelming and time consuming. Your realtor and loan officer will help outline the process for...
- Aug 12, 2022
- 2 min
Should You Get A Fixed-Indexed Annuity?
Today more than ever, retirees are struggling to feel reassured about their retirement savings. In recent years, fixed indexed annuities...
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