If you’re going to say “I do”, here are some things you might want to do. Are you marrying soon? Have you recently married? As you begin your life together, it’s important for you to start planning your financial future together and putting your finances on the same page. Here are some priorities you might [...]

What can you do to help yourself get pre-approved? Remember when getting a mortgage was easy? Now, you need pre-approval. So how can you increase your chances of passing that all-important test? You want a lender in your corner. Sellers and agents don’t want to waste their time working with a buyer who isn’t pre-approved. [...]

You probably read or hear about some “Top Ten” list nearly every day. But take a moment to read this one. This list is different, and probably not the kind of list you’d expect a Financial Advisor to write.

What do you do when you inherit an IRA? Good question. Most people don’t know the rules and regulations pertaining to inherited IRA assets. You should. You, not the IRS, should benefit the most in this circumstance.