News
How to Save for a Down Payment on a House
There are some general rules to figure out how much house you can afford and how big a down payment you may need.
What Is an RMD?
When you turn 72, the IRS requires you to start taking required minimum distributions from your tax-deferred retirement accounts.
Is It Better to Have a Will or a Trust?
They can both serve an important part in an estate plan. We break down the differences.
Our Better Money Habits From COVID Are Slipping: Here’s What to Do About It
We help clients with these topics every day. Read more here.
How to Teach Children to Build Healthy Money and Credit Habits
Starting these types of money lessons early can help them establish a solid financial foundation. Read more here.
What Do Mortgage Lenders Look for in a Borrower?
If buying a home is on your list of goals, it helps to know what makes you attractive to a lender. Here are a few key factors.
The Importance of Planning for the Cost of Long-Term Care
This is an important planning consideration that we often cover with clients. Read more here.
What Is Earnest Money When Buying a House?
Earnest money can be a key part of the homebuying process. Here’s what you should know. Read more here.
Should You Pay Off Debt or Start Investing? Ask Yourself These Questions
With the right financial strategy, you may be able to do both. Read more here.
4 Ways Having a Financial Plan Helps Improve Your Wellness
The latest Planning and Progress Survey shows just how much your finances are tied to overall wellness. Read more here.
Why Now May Be a Good Time to Consider a Roth Conversion
A Roth conversion can be a silver lining of a market decline. Read more here.
Smart Money Moves for Rising Interest Rates
This could be a great time to assess your personal finances. Read more here.
Someday starts today
Go for the things that are too important to wait for. Learn more.
What to Know About Buying a Home in Today’s Market
Today’s housing market has been on a bit of a roller coaster. Here are some things to consider if you’re thinking about buying. Read more here.
9 Types of Retirement Accounts You Should Know
Saving for your golden years is a key part of your overall financial strategy. Read more here.
What to Discuss Before You Combine Finances After Marriage
Open communication is key to understanding the best way to combine your finances. Read more here.
6 Times It Makes Sense to Revisit Your Financial Plan
When your life changes, so should your plan. Here are 6 times it makes sense to schedule a meeting with your advisor. Read more here.
What Is Cash Value Life Insurance?
Cash value life insurance has unique attributes that can make it one of the most flexible parts of your financial plan. Read more here.
