4 Ways Divorce Can Affect Your Credit Score

Divorce is an unfortunate reality for many Americans. While the divorce rate in the United States has consistently fallen over the past 30 years, nearly 3 out of every 1,000 people will legally separate from their spouses at some point in their lives. Sadly, divorce can be excessively ugly, costly, and detrimental to your finances […]

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Mortgage Refinance: Is Now a Good Time?

Over the past year, the average rate on a 30-year fixed mortgage fell from over 5% in November 2018 to under 4% in June 2019, marking the first time rates dropped below 4% since 2017. Mortgage rates are typically pegged to the 10-year Treasury note, so when the yield curve inverted in March and longer-term […]

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Should You Pay Off Debt or Invest?

Should you pay off debt or invest? It’s a common question many people have, but one with an answer that can have significant consequences. In our view, if you place too much emphasis on paying off debt, you could miss out on years of investment returns, but if you don’t put enough, interest costs, late […]

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10 Ways to Pay Off Your Debts Fast

Debt can wreak havoc, not only on your finances but on your ability to borrow when you need to as well. Having a lot of debt can also create high levels of stress and be very difficult to get under control. The good news is that there are numerous ways you can make the progress […]

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10 Steps to Write a Will

The process of writing a last will is a daunting and uncomfortable task for most people. Few enjoy the idea of confronting their mortality or dealing with lawyers, so they just put off the entire project. Nevertheless, if you have important people in your life you wish to take care of or provide for in […]

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5 Tips for a Good Relationship with Your Financial Advisor

Your financial advisor is an integral part of the team that helps you manage your wealth and build a sustainable future. Having a good relationship with them is crucial to achieving success in the work you do together. Your relationship with your planner is undoubtedly a two-way street, and you should only hold the highest […]

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5 Financial Goals for Spring

With Spring in full swing, it’s time to dust off those winter cobwebs and get ready for the summer. As many of you do your annual spring cleaning around the house, make sure you also take some time to get your finances cleaned up and whipped into shape as well. There’s never a better time […]

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4 Notable Revisions from the Latest Tax Law Changes

Tax day is quickly approaching, and if you’re like most Americans, you’re wondering how the latest tax law changes will affect your filing this year. In truth, these are some of the most significant tax revisions we’ve seen in years, and they impact nearly every taxpayer in one way or another. Unfortunately, many people are […]

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