10 Tips for Home Buyers
When shopping for a new home, there are many things that can derail your loan approval. To ensure the process goes smoothly, here are 10 tips on what home buyers should and shouldn’t do during…
Thinking beyond the 401(k): Distribution planning and investments
Saving and investing for retirement is an absolute must for most Americans, and investing in your future through 401(k)s, IRAs, and other retirement-specific investment vehicles should be a top priority in distribution planning.
Tapping home equity: How, when and why it makes sense
As a mortgage is paid down, the difference between what the home is worth and what is still owed — the equity — grows. This equity increases further if the value of the home continues…
Tips for making a successful offer
There is one crucial milestone that stands between finding the perfect home and getting it before someone else does — a successful offer. In a competitive market sellers have choices and are less inclined to…
A guide to charitable giving strategies
The state of public health and the economy over the past year and a half led large numbers of people to turn to charities for help. These same forces created both challenges and opportunities for…
Refinancing and divorce
Divorce involves complicated financial matters. Topping that list is jointly owned real estate. If you get the house, what happens next? Are you buying out your partner? What happens to shared earned equity? How will…