Blog

Life happens to us all. We can help you make a fresh start, take control of your financial life, and rebound.

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

Stay Afloat With Your Mortgage

According to a new report, recent home buyers are at risk of being underwater on their mortgages. Homeowners can thank … Read More

Financial Fitness Friday: Emergency Savings Accounts–Where to Stash Your Cash

What if your income stream suddenly stopped? Would paying for the essentials be difficult? What if an unexpected expense, such … Read More