Tag Archives: banking

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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Get Ready for Tax Season!

If you haven’t done so already, taxes will be due before you know it! Here are some helpful resources to assist you in preparing: 1) Bonnie Lee of Fox Business outlines 5 tips for preparing for taxes this year. 2) … Continue reading

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Thinking of a refinance – what’s holding you back?

Since 2012, many consumers across the United States took advantage of low rates and refinanced their high rate mortgages, lowering monthly payments and freeing up cash for other purposes. If you happen to be one of the approximately 20 million … Continue reading

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Retire Early?

Although it may not always be a possibility for everyone, preparation is key. Remember, its’ never to early to plan for retirement. As this couple found out early retirement was achievable by making some quick drastic changes. In her article, … Continue reading

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How to Choose a Mortgage Lender

Reminds me of an earlier post here. Another topic your community wealth adviser can help you with!

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What’s wrong with my savings plan?

A surprising statistic about the decline in personal savings rate of consumers in America was shared recently in a report published by Nerd Wallet. The study shows a sharp decline in savings rates post the 2008 economic crisis. Through the … Continue reading

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Insurance vs. Savings Plans

Insurance vs. Savings Plans. Some good tips here!

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