-
DO THESE FINANCIAL RULES OF THUMB APPLY TO YOU?
For many Americans, getting a handle on complex financial topics can sometimes feel like trying to understand another language. In response to this, financial pundits created “rules of thumb” with ... -
7 Strategies for first time home buyers
The real estate market continues to heat up. Historically low unemployment and interest rates coupled with shrinking housing supplies has caused home values to increase in many markets. In fact, ... -
7 misconceptions about owning a vacation home
If you have recently watched HGTV’s “Beachfront Bargain Hunt”, you’ll see that purchasing a vacation home may be more financially feasible than you originally thought. However, recent price appreciation and ... -
Money moves to make at every age – part 1
Life is a journey filled with financial choices that ultimately shape your future. While money may be important to many, it is simply a tool to help people focus on ... -
When to consider downsizing your home?
If you are thinking about downsizing your home at some point during retirement, chances are you are not alone. Today, more and more Americans are considering this move. As children ... -
Should you invest in a second home
Purchasing a second home is a common goal often heard from clients during the financial planning process. From a winter retreat in retirement to a house renovation/flip, there are many ... -
5 financial rules of thumb to consider breaking
Wouldn't it be nice if financial planning was simple and the same financial strategies were applicable to most everyone? Unfortunately, there are no cookie-cutter approaches to financial management. From investment ... -
Are mortgage rates climbing higher?
The window may be closing to take advantage of exceptionally low interest rates. After all, it is not reasonable to assume that rates will remain at these levels forever. While ... -
Home buying mistakes to avoid
Low interest rates and a stronger job market continue to fuel growth in housing. While the number of national home sales declined slightly in 2014 (3 percent) to 4.93 million, ... -
New changes may jump-start mortgage approval process
Since the end of the financial crisis and subprime mortgage meltdown, obtaining a mortgage has been difficult – to say the least. From increased scrutiny during the underwriting process to ...
