Nearly everyone needs life insurance, but it’s easy to end up with a bad policy. That’s not your fault. It happens because of predatory sales tactics that are often used by people who sell the insurance. When you find yourself with a permanent life insurance...
Owning a first home is an exciting prospect. It has long been part of the quintessential American Dream. While buying your first house comes with many intangible benefits that are difficult to quantify, there is a financial aspect you must consider. A home and its...
Homebuyers are opting for more living space than they have in recent years. This need for expanded square footage has led to a unique situation: people wanting to buy and sell a house at the same time. In 2020, homes that sold over four weeks leading up to...
Many clients initially seek financial advice because they want help making smart investment decisions. But investments are just a vehicle to help you pursue your most important goals. An advisor can’t effectively manage a portfolio or create a complete financial plan...
Creating a budget and sticking to it is difficult for most people because the process is time consuming and restrictive. Traditional budgeting forces you to make every decision as if you live in a spreadsheet. But guess what? You don’t live in a spreadsheet. Rather...
