Tag Archives: DNB First

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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Too young to be thinking of retirement? Think again!

So often, consumers get focused on financial planning for retirement way too late. While it may seem years or even decades away, the truth is – you should start this process early in your income earning life stage. Start planning … Continue reading

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Start your IRA planning now!

Yes it really is that time of the year. Millions of Americans will spend the next couple months preparing to file their tax returns. Undoubtedly, many of them will make the reactive decision to open an IRA account through this … Continue reading

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January – the month of financial triage

This was the headline on an article I read recently about holiday spending and the impact to an individual’s credit score.  The headline referenced the fact that consumers typically start the new year with a fresh view and perspective on … Continue reading

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