Introduction One topic that comes up very often during initial meetings with clients is whether or not they have a will or trust set up....

Private Mortgage Insurance Saving for a house is a significant milestone that involves many moving parts and key factors to consider...

Life is filled with moments of change — from marriage and the birth of children to purchasing a new home or losing a loved one. Along...

Being in the United States Military has some perks. One of those is Combat Pay. If you are earning or have ever earned money while in a...

Introduction Are you a homeowner? Did you install any new systems in your home during the past year (such as a water heater, skylight, a...

The Homestead Tax Exemption is a legal benefit available in most states, which reduces property tax reduction on homeowners’ primary...

For many individuals with investments in the market and other securities, the state of the economy is critically important. But what...

Life Insurance: Term Life Insurance Specifically As followers of many of Dave Ramsey's  principles, we should be familiar with his...

What is a Fee-Based Advisor? When looking for the right financial advisor , several questions should be at the top of anyone’s mind ....

I’ve inherited an IRA… now what do I do? Inherited IRAs can seem overwhelming when the time comes to inherit one. It seems...

In the world of personal finance, effectively managing debt is essential for achieving long-term financial stability. One often...

With the number of available funds seemingly endless, it can be hard to tell what a fund’s investing strategy is. With so many ways to...

Home appreciation has many sellers worried about the tax consequences that may come with selling their house. A frequently asked question...

Although retiring early, let alone before the penalty-free distribution age of 59 ½, seems like an impossible dream for some, it is...