Should I Rush to Refinance Before the Fed Decides on Rates?

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The Federal Reserve decided to leave short-term interest rates unchanged when it met in April but left open the possibility of raising rates in mid-June. News of the Fed’s decisions is always of interest to homeowners and prospective homeowners, because short-term rates…

Graduation Gifts That Make a Real Difference

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Think back to those wonderful days leading up to your graduation. Your time was likely spent attempting to secure a job, celebrating with friends and family and receiving gifts. But how many of those we’re memorable? How would you’ve liked…

Are You Missing Tax Opportunities?

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I’m not sure about you, but we haven’t met many people that wouldn’t love to lower their tax payments. As we move in to the heart of tax season, do you find yourself wondering every year around this time, what other…

Are Financial Advisors Worth the Fee?

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I recently read an article on how to save $1 million. The answer: “Fire your financial advisor.” As a financial advisor and the father of four young children, it got me thinking: Do I need to switch careers? And, more…

College Planning Night

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We recently hosted our first college planning night to help individuals and families make smart college decisions.  The discussion focused on families with children at or near college, but is relevant for kids of all ages. Paying for college involves…

Why Monitoring Goals Matters Most, Ep #4

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So many of us get charged up and rattle off an impressive list of goals but then struggle to follow through. The disconnect between creating and accomplishing is where life change gets stuck. Months pass and we realize our lives are…

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We break down some of the most important questions we are asked on a regular basis.

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