How to Increase your Credit Score

How to Increase your Credit Score

As mentioned in a previous blog article, your credit score is not as important as many make it out to be. It is not the only factor considered when applying for a loan. However, if you are trying to increase your credit score to put yourself in a better borrowing...
What is a Revocable Living Trust?

What is a Revocable Living Trust?

People throw out phrases like “trust fund” or discuss desires to “open a trust.” However, these are not necessarily accurate. These phrases often lead people to get the wrong idea of what a trust really is and how it can be used. To help clear up some of these common...
5 Wise Habits

5 Wise Habits

Through our many years working together with people and their finances, we have noticed a few consistent habits that our wisest customers follow. Because we want everyone to be a good steward of their money, we thought it would be helpful to share these five tips with...
Should I Pay Off my Mortgage?

Should I Pay Off my Mortgage?

One of the questions we get most as Financial Planners is, “Should I pay off my mortgage?” This is dependent on the individual or family’s current financial situation. In this short blog, I will break down some pros and cons for each person’s situations....
What is the New Tax Law?

What is the New Tax Law?

The new Tax Cuts and Jobs Act introduced a number of reforms to individual and corporate taxes. While it was signed into law on December 22, 2017, the changes won’t go into effect until the 2018 tax year—meaning your 2017 taxes will be unaffected. This article is not...
I Lost My Job: What Now?

I Lost My Job: What Now?

Job loss or change—expected or not—can bring unwanted stress. It will almost certainly bring a change to your personal financial picture. Whether it’s cash flow, insurance benefits, or retirement planning, you’ll need to make adjustments. Here are a few tips to help...