Homeownership has long been one of the biggest goals for Americans to achieve, and a cornerstone of the traditional American Dream. More than 65% of the US population owns their home – but without the help of a mortgage, many of those homeowners couldn’t afford to make the purchase. However, very Read more…
5 Steps to Manage Money from Sudden Wealth
Unless you’re independently wealthy, you probably receive an income for work you perform at your job. Read more…
No, You (Probably) Don't Need Permanent Life Insurance
Nearly everyone needs life insurance, but it’s easy to end up with a bad policy. That’s not your fault. It happens because of predatory sales tactics that are often used by people who sell insurance. Read more…
How to Buy and Sell a House at the Same Time
Homebuyers are opting for more living space than they have in recent years. This need for expanded square footage has led to a unique situation: people wanting to buy and sell a house at the same time. Read more…
Considerations When Planning for Retirement: Unexpected Healthcare Expenses
I often tell people that I lived a Norman Rockwell childhood. My parents provided a home full of love and encouragement. Our grandparents lived nearby and most of our extended family lived within a 30-minute drive. We celebrated holidays, birthdays, and often gathered for no reason at all. As a Read more…
Planning for Long-Term Care
My Grandma Eloise was one of the most spirited and energetic people I’ve ever known. She was fully herself all throughout her 9th decade – still helping my own mother and her other children regularly, in church every Sunday, cleaning her own home, driving. Unfortunately, in her early 90s she Read more…
The Case Against Permanent Life Insurance
Nearly everyone needs life insurance, but it’s easy to end up with a bad policy. Read more…
Life in Transition: Part 1- How to Plan for Marriage
We all have points in our lives where it seems like we’re on the verge of a new chapter. For some, it might be a career change. For others, a new baby. Whatever transitions you’re personally facing, know this: Read more…