Monthly Archives: October 2014

Does Your Financial Advisor Even Know Your Name?

…Sometimes you want to go Where everybody knows your name, and they’re always glad you came… These words written by American singer and songwriter, Gary Portnoy, are best known as the theme song to the sitcom, Cheers. On this 1980’s … Continue reading

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When Soaring College Costs Hit Home

“Poverty is hereditary – it comes from your children.”  Comedian Phyllis Diller may have been joking when she said that, but anyone who is raising a child today knows that there’s nothing inexpensive about having kids. In fact, according to … Continue reading

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Avoiding Jeopardy with Reverse Mortgages

It’s Final Jeopardy. Contestants eagerly await as Alex Trebek, the man with all the answers, smugly reads the final clue of the game. “A type of mortgage where the bank pays you.” Within a millisecond, the Jeopardy champion pounds the … Continue reading

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How Smart Home Equity Borrowing Can Take You Where You Want To Go

When I got my driver’s license at the age of 16, I repeatedly asked my parents to borrow the car. As you might imagine, back then, our views on “borrowing” were markedly different. For me, having access to a car … Continue reading

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