Category: Personal Finance

Refinancing – Your Personal “Economic Stimulus” Package?

  In our 40+ years as wealth advisors, we’ve heard the question many times.  Should I refinance?  The reasons vary, but it typically comes down...

Tools for the Financially Wise College-Bound Parent

Today paying for college has become perhaps one of the greatest financial concerns for millions of Americans.  This is completely understandable as college costs have...

Financial Planning: 5 Advantages to Starting Early

When should you meet with a financial planner? The short answer, now. When do most people meet with a financial planner? After a significant life event occurs. The event, such...

The High Cost of the College Investment

Second to purchasing the family residence, the financial support parents provide to children attending college is the largest financial expenditure made by most families.  It...

9 Financial Best Practices of Successful People

During my almost 20 years in the business I’ve seen a lot of change.  Beyond the events of 9/11 (I was at the top of...

The Reverse Mortgage Scam

“Father, what is this worth?” asked the son in his father’s shop.  “Am I buying or selling?” replied the father. If all you did was...

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