Law Eases the Way for Borrowers to Pay Student Loans, Invest
The new federal law could make it easier for student loan borrowers to repay their loans while saving for retirement.
wealth management
OFX Money Transfer Review
There are plenty of reasons why you would need to transfer money internationally. Reasons include sending money to friends and family overseas, purchasing investments or divestments, buying a home abroad, or directly paying for accommodations for an upcoming international vacation. This is why it is crucial that you find an international money transfer service that […]
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Tips for Surviving a Snarling Bear Market
Stay calm and let the bear back down.
Are We on the Verge of a Housing Boom or Bust?
Is real estate set to boom or is another bust imminent just a decade after the last housing crisis? Thereâs been a lot of chatter on both sides of the argument lately, so which one is it? We Should Be Booming, But We Aren’t? All the ingredients are in place for a housing boom Yet… Read More »Are We on the Verge of a Housing Boom or Bust?
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Your Last Will and Testament
Creating an estate plan, writing down your last will and testaments, and identifying a healthcare proxy donât seem like a fun way to spend a weekend. However, organizing your end of life paperwork and making sure you have a plan for your finances are some of the most important tasks you can complete as an […]
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The Basics of Asset Protection Planning – The Rules You Need To Know
While working with clients for almost two decades one of the most pressing concerns shared among all of them was protecting the nest egg they had accumulated. Any news headline or market correction would evoke fear about losing their portfolio. It didn’t take long to realize that utilizing asset protection strategies was a must for […]
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Fifth Third Mortgage Review
Fifth Third Bank (5/3 Bank) formed as a result of the merging of two banks, Third National Bank and Fifth National Bank. Originally founded in 1858, this Cincinnati-based bank has 1,154 branches and 2,469 in the U.S. Fifth Third offers a variety of home mortgage options in 10 states and is ranked 389th on the Fortune 500. […]
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Mortgages and Loans: The Basics of Borrowing
Big loans make some people squeamish. This used to surprise me. I wondered how, for example, a client could talk openly about life insurance, with its end-of-life implications, then get sweaty palms over a mortgage refinance. Another client might, after systematically considering the need for disability insurance, balk at a mortgage equity line of credit […]
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The Top 10 Cities To Retire In (Financial Advisor Approved!)
Youâve probably seen dozens of lists like this, but letâs admit it – most of them center on locations that are already flooded with retirees for all the usual reasons. On this list, Iâm zeroing in on cities that offer tangible financial advantages to retirees. Sure, theyâre great places to retire. But each also offers […]
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Places that Cash Money Orders Near Me
In our first article on money orders, How to Get Money Orders Near Me, we covered how and where to get them. In this article, weâre going to focus on the flip side of that arrangement â cashing and depositing money orders at locations close to home. But in case you didnât read that first […]
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