Blog

AT FIRST GLANCE, IT MAY SEEM ODD TO CONSIDER DISTINCTIONS BY GENDER WHEN IT COMES TO FINANCIAL PLANNING. AFTER ALL, ISN’T SAVING AND GENERATING FINANCIAL SECURITY A COMMONPURSUIT IRRESPECTIVE OF SEX? While tactics are of course the same, the general circumstances associated with women (as compared to men) necessitates a customized approach to financial planning. […]

Read More

  FIRST-TIME HOME BUYERS ARE OFTEN DETERRED FROM THE TRADITIONAL MORTGAGE PROCESS, WHERE A STRONG CREDIT HISTORY AND BEEFY SAVINGS ARE OFTEN THE STARTING POINTS FOR SECURING COMPETITIVE MORTGAGE RATE. However, there are many non-traditional loan sources for first-time home buyers, including grants and financial assistance that can make buying your first home far more […]

Read More

THERE’S AN EARLY RETIREMENT MOVEMENT GOING ON: FINANCIAL INDEPENDENCE, RETIRE EARLY (FIRE), AN EFFORT AMONG MILLENNIALS IN PARTICULAR TO SAVE AGGRESSIVELY IN ORDER TO RETIRE EARLY OR PURSUE OTHER CAREER OR HOBBY INTERESTS. The FIRE movement is a recent phenomenon, starting less than a decade ago among millennials and spreading through social media channels. It […]

Read More

Estate Planning 101 Tips for organizing your estate to preserve your assets for your designated beneficiaries. Estate planning is not an exercise relegated to the wealthy alone. Indeed, anyone who wants to plan for the distribution of their assets or exercise of your responsibilities after you die or become incapacitated should pursue estate planning. And […]

Read More

September 11 is 401(k) Day. Celebrate by considering different strategies for boosting your contributions. A 401(k) account is one of the most valuable tools for saving and planning for retirement. Many plans offer features that can help you set aside more of the money you earn for retirement and grow wealth for your financial future. […]

Read More