7 situations where a trust might help
From helping a child to shielding assets, trusts can sometimes come in handy.
Insurance, Annuities, and Investments
Blog Listing
How to grow wealth: 3 strategies
When you’re in your twenties and early thirties, you have a huge advantage in growing wealth.
Renting? Maybe a better choice for some retirees
In some cases renting may mean less cost, fewer chores, and more fun.
Buying a home together … sans marriage
Know your partner’s finances; create a cohabitation agreement to mitigate risk.
How to refinance your mortgage
Getting a new home loan can help lower your monthly payment and improve your finances long term.
Five LGBTQ home ownership tips
Same-sex newlyweds who are in the market for a home must shop carefully.
5 tips for single female homebuyers
Single women have been the fastest growing segment of the market. Here’s some tips on house hunting.
Buying your first home
First step? Budget. But many other considerations follow.
Home equity loans: The pros and cons
Your home is a valuable asset and home equity loans are an affordable way to borrow.
Home down payments: Do's and don'ts
There are good, and not so good, ways to come up with a down payment to buy a home.
Sell or rent out your old home? Considerations
Your former home could become an asset, if you fully understand the duties and expenses of landlording.
Buying a house: What millennial homebuyers want
Younger buyers seek affordable homes in the suburbs.
Why some seniors upsize in retirement
Some seniors opt for a bigger house during retirement as opposed to downsizing.
Selling your first home
What to consider when selling your first home, from staging to negotiating.
Why boomers should get a mortgage while they’re still working
For many might be easier to qualify before tapping retirement resources.
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