Category Archives: General

Rent, Buy or Live at Home

By , Posted on Jul 21, 2017

Graduating college brings many challenges, one of the biggest is determining where you plan to live afterwards. Due to rising costs of living, and record levels of student debt, many new grads find that this decision is getting harder to make. To help, here are some things to consider when deciding whether you should Rent,...

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Five Financial Planning Questions Every New Grad Needs to Ask

By , Posted on Jul 07, 2017

For recent grads, leaving school brings a newfound sense of freedom, and with it comes a desire to make their own financial choices. However, early financial mistakes in the first few years can lead to long term debts that can damage a grad’s long term financial future. So as new graduates go off in to...

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What to Expect from a Reverse Mortgage Counseling Session

By , Posted on Jun 30, 2017

In previous articles, we’ve talked about how a reverse mortgage can help seniors to draw equity from their homes. What many clients may not know is that when they apply for a federally insured reverse mortgage, it is a legal requirement that they complete a reverse mortgage counseling program with a HUD approved non-profit housing...

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Three Easy Steps to Get You on the Path to Financial Health

By , Posted on Jun 29, 2016

When many people talk about financial health, they talk about dollars and cents and debts and payments. But it goes deeper than that. Changing our financial health is a lot like changing our personal health. It doesn’t happen overnight. Instead it requires: An honest assessment of your situation. A willingness to replace bad habits with...

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