Social Security 5 Facts You Need to Know Social Security can be complicated, and as a result, many individuals don’t have a full understanding of the choices they may have. Here are five facts about Social Security that are important to keep in mind. 1. Social Security Is a Critical Source of Retirement Income Some […]
Social Security: Facts to Know Read More »
Year-End Financial Checklist As the end of the year is fast approaching, now is a suitable time to review the last-minute things you need to address and the goals you want to pursue. In this article 5 questions to ask your financial advisor before year-end, it discusses how small changes to your financial plan before
Year-End Financial Checklist Read More »
What to know about the upcoming housing market shift if you are on the buying side of the equation. The drop in mortgage rates has slightly increased activity in mortgage applications. Home buyers wade back into housing market as mortgage rates fall for fifth week in a row (msn.com). If you are looking to make
What to Know as the Housing Market Shifts Read More »
Financial Tips to Know Early in Life Over the years our clients have made comments about financial decisions or actions they wish they had taken earlier in life. These financial tips to know early in life were compiled into a series of If I Knew This financial advice tidbits. Most often it is our
Financial Tips to Know Early in Life – “If I Knew This in My 20’s or 30’s” Read More »
Life together has started and the bills are filtering, but who pays for this or that? Is it a 50/50 split, sort it out as you go, or whoever earns more pays more? There is no right or wrong answer, but you should have a plan. Here are three tips to begin a life of
Couples and Finances – To Merge or Not to Merge? Read More »
