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Wealth Wednesday: Protecting Assets in Estate Planning

You're beginning to accumulate substantial wealth, but you worry about protecting it from future potential creditors. Whether your concern is ... Read More
Mortgage Monday: Be Smart About Your Mortgage

It’s a seller’s market. That means home prices are high and the inventory is low. If you’re shopping for a ... Read More
Wealth Wednesday: Trust Basics

Whether you're seeking to manage your own assets, control how your assets are distributed after your death, or plan for ... Read More
Mortgage Monday: The Ins and Outs of Qualifying for a Mortgage

Buying a home is an exciting and significant milestone in one's life. However, the process can be overwhelming and intimidating, ... Read More
Financial Fitness Friday: The Secret to Always Having What you Need

Many circumstances in life can derail even the best money-management plans, leaving us with less than we need to pay ... Read More
Wealth Wednesday: What’s the Difference Between a Fixed Annuity and a Variable Annuity?

An annuity is a contract with an insurance company in which you make one or more payments in exchange for ... Read More
Mortgage Monday: What’s the difference between a mortgage refinance, a home equity loan and a HELOC?

With interest rates on the rise, but still considerably less than they were for many years, now may be the ... Read More
Financial Fitness Friday: It’s time to jump-start your emergency fund

Every adult needs an emergency fund. An emergency fund, or “rainy day fund”, gives you a financial cushion to handle ... Read More
Wealth Wednesday: Estimating Your Retirement Income Needs

You know how important it is to plan for your retirement, but where do you begin? One of your first ... Read More