Understanding Intra-Family Loans
Understanding Intra-Family Loans
September 15, 2024
With the increased costs of buying a first home, many people ask, “What can I do to help my child purchase their first home?”...
So, You’ve Just Started Out
December 20, 2022
You got the job; you finally have some recurring income! It is exciting to start a career and an independent life, but it also...
Understanding Your 401(k)
December 19, 2022
More and more employers offer a 401(k) plan for retirement savings. This can be a great benefit, but you might not really...
Ways to Start Saving
July 22, 2022
Senior Wealth Advisor Susie McLane shares tips on saving to help you along your financial journey. Listen to the podcast...
A Guide to Finding Your Financial Advisor
July 8, 2019
Finding a financial advisor can take time, effort and patience. Whether you’ve never used an advisor before or seek fresh, new...
Strategies For Your Charitable Planning
July 7, 2019
Based on the Giving USA 2018 report, Americans are the most charitable people in the world, contributing over $400 billion to...
Renting vs. Buying: Lifestyle and Legacy
July 7, 2019
As you plan your next move, consider how your next home purchase might affect your wealth and future lifestyle. It is no longer...
Strategic Educational Funding for the Next Generation
July 7, 2019
For anyone who hopes to maintain at least a middle-class lifestyle, a degree from a higher education institution has become a...
It’s Tax Time: Here are 5 Tax Management Tips
July 7, 2019
It’s tax season, and the April 17th filing deadline is near. We know you're always looking for ways to potentially lower your...
Thriving in Turbulent Times
July 7, 2019
Markets can be very uncertain at times, with major indices dropping and recovering multiple times in just a few short months....
Why Proper Account Titling and Beneficiary Designations Are So Important in Estate Planning
July 7, 2019
You've prepared your estate documents to ensure that your assets are passed to the next generation according to your wishes. Your...
Questions to Consider as You Fund College
July 7, 2019
Now that your child’s college days are drawing nearer, you’ve probably taken a closer look at the costs. Nothing is more...
Spring Cleaning Your Finances
July 7, 2019
After a long winter, we all look forward to the coming of summer when we can prepare for warm weather and barbeques with family...
5 Things to Consider Before Buying Your First Home
July 7, 2019
Buying a house vs. renting depends on where you are in life. You might ask yourself, "Is buying a home right for me?" or "Is...
Individual Retirement Accounts: Understanding Your Choices for Tax Advantaged Savings
July 7, 2019
Have you funded your IRA this year? Are you eligible? How often have you heard these questions? In 1974, Congress passed...
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