If one waits for 5% mortgages, there are considerable opportunity costs. Potential homebuyers should prepare to act by utilizing these tools and best practices.   

Retirees view risks differently, but the greatest risk is behavioral. Let’s discuss a sustainable and tax-efficient approach to retirement distribution strategies.

Many 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. 

Starting 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. 

July 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.

Benefits of having a HELOC with $0 balance go far beyond a potential home renovation.

Top 10% earners in their 30’s and 40’s believe they’ll earn considerably more in their 50’s. Don’t plan on it.

Resolutions 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.

Over past year, health insurance prices have increased 3X to US inflation. It’s time to fully understand HDHP, HSA and how to do your cost/benefit analysis.

Take control, don’t be another victim to make your teen happy… spending won’t make them happy.

This month celebrates those caring for their young children and aging parents simultaneously - Sandwichers.

Financial literacy doesn’t equate to understanding value or making good, responsible decisions.