Financial Planning

Sep 22, 2022

The Cost of Borrowing

In April 2022, the average interest rate for a 30-year fixed mortgage surpassed 5% for the first time […]

Nov 01, 2021

Teaching Your Child About Money

Ask your five-year-old where money comes from, and the answer you’ll probably get is “From a machine!” Even […]

Oct 04, 2021

How Can I Make it Easier for My Heirs to Receive My Money?

Part of my annual review is to confirm my client’s beneficiaries.  I make sure they are correct; nothing […]

Jun 14, 2021

Get Less Junk Mail

Do you get unsolicited credit card or insurance offers in the mail constantly? I recently learned that credit […]

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