Could you be making your mortgage payments more efficiently? Refinancing may offer you the opportunity to align your mortgage more closely with your broader financial goals. That said, refinancing is a complex decision, and many factors will affect your interest rates and optimal payoff timing….
While anything from planning your next vacation to planning your next trip to the dentist can seem more fun than reviewing your estate plan, taking time to think about how your assets will flow after you are gone is extremely important. Aside from ensuring that…
The word “wellness” is often prefaced with an adjective: for example, physical wellness, financial wellness, or social wellness. If you are unfamiliar with the term, social wellness involves having meaningful relationships and creating a support system that includes family members and friends. This kind of…
There are many facets of exploration into the Social Security System and the focus is often on when to collect benefits and how much the benefits will be. There are, however, other pieces of Social Security to be reviewed and discussed prior to that time…
Financial Planning is a profession full of unknowns – you don’t know how the market will perform, you don’t know exactly how much you’ll spend in retirement, and you definitely don’t know what your future health will be. In this piece, we explore some of…
With six weeks to go until the first day of summer, there’s still time to complete your spring cleaning projects. A typical list of spring cleaning projects likely includes de-cluttering your living spaces and swapping your winter clothes for a summer variety. But when is…
