Types of Mortgages
Whether you're interested in purchasing your first home, are a new homeowner, or have owned your "forever" home for a decade, there's a high possibility you will pay or pay…
Debt Repayment Strategies
Not all debt is bad. Debt which helps build for the future, such as student loans, home mortgages, and business development tools, is often seen as "good" debt. But too…
Checking Your Credit Report
We get endless questions surrounding Credit Card usage, Credit Cred debt, and Credit scores. But what about your Credit Report? Are there specific reasons you should or should check it?…
Planning for the Recent College Graduate
Graduating from college marks an important milestone and for many, this marks the first time a young adult becomes responsible for his or her own finances. Having a plan to…
Planning for Kids Going to College
Every young adult deserves the right to attend college but the unfortunate truth is that, depending on the type of college they choose, it can become a major financial undertaking.…
Planning for the Recently Divorced
Being "suddenly single" can be an emotional and financial roller coaster. Divorce can happen at any age and means that you are in charge of your personal finances. So, it's…
Basic Steps in the Financial Planning Process
You've been told over and over again you need a strong financial plan for long-term success. Yet someone who isn't fortunate enough to know a financial planner may find it…
COBRA Coverage Continuation
An employer who has 20 or more full-time-equivalent employees on at least 50% of its working days during the prior year must meet the requirements of IRC Sec. 4980B, also…
Taxation of Social Security
Did you know a portion of your Social Security benefits may be subject to income taxation? Download the worksheet below to determine the taxation amount of your specific benefits. Download
What is SIPC?
You've seen the acronym "SIPC" but do you know what the Securities Investor Protection Corporation (SIPC) is, what SIPC Coverage does for you, or how SIPC Insurance works? Read below…