If one waits for 5% mortgages, there are considerable opportunity costs. Potential homebuyers should prepare to act by utilizing these tools and best practices.
Read MoreRetirees view risks differently, but the greatest risk is behavioral. Let’s discuss a sustainable and tax-efficient approach to retirement distribution strategies.
Read MoreMany use Frugal February as a month to not spend. While noble, how sustainable is this for improved outcomes Instead, let’s discuss actions that provide yearlong benefits plus a better time to start.
Read MoreStarting the New Year with the same old resolutions? Let’s recognize questionable resolutions, including three destined for failure, plus what should be considered for successful planning outcomes.
Read MoreJuly is National Sandwich Generation Month, celebrating approximately 15% of Americans between ages 40-60 sandwiched between caring for their young children and aging parents at the same time.
Read MoreBenefits of having a HELOC with $0 balance go far beyond a potential home renovation.
Read MoreSequels aren’t always a good thing, yet Congress has brought Secure Act 2 - reviewing the good, bad, and breakin’ star.
Read MoreResolutions to improve your financial situation similar to one’s made last year? Here’s how and why to consider actions and timeframes, instead of focusing on desired outcomes.
Take control, don’t be another victim to make your teen happy… spending won’t make them happy.
Read MoreHow to make financial resolutions that lead to successful planning outcomes.
Read MoreAction items based upon the old adage “Inflation rewards debtors and hurts creditors”.
Read MoreTurn down the hyperbole, 2020 offered great opportunities to refinance, save, invest, WFH, and focus on your why.
Read MoreCollege Planning is more than 529s and student loans, focus on how to take less of each.
Read MoreHow to have open discussions about finances for a healthy relationship.
Read MoreInstead of talk of the future, act on the constants - change and time.
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