Articles
8 Questions to Ask Your Advisor
Before you can entrust your financial future with your financial advisor, there are a series of questions you should be asking them. It is important to understand if they have your best interest...
Understanding Power of Attorney
One of the most powerful documents you can have in your estate documents is the power of attorney (POA). They often say dying is the easy part, because you are gone, and your assets just pass on...
What is a Fiduciary?
Fi – du – ci – ar – y Wikipedia defines fiduciary as, “A fiduciary is a person who holds a legal or ethical relationship of trust with one or more other parties. Typically, a fiduciary prudently...
Are You Worried About PMI Insurance?
You are in the market for a new home, but you keep hearing about PMI insurance. You are unsure what it is, but people tell you it will add to the cost of the home and you should avoid it at all...
Cheapest Way to Buy a Car
So, you are in the market for a new car. If you’ve ever bought a car before, you already understand that the experience will not be pleasant. I mean, who wants to wander around a lot all day,...
How Big of a Down Payment on a House
If you are going to buy a house, it is probably one of the biggest purchases of your life. Depending on where you live, a house can range from $100,000 to multiple millions of dollars. With a...
Your Guide to Auto Insurance
The saying should be: death, taxes, and auto insurance the only three certainties in life.If you have a car, you are going to need some type of auto insurance it’s the law. What type of auto...
The Ultimate Guide to Social Security [2020]
Social Security is a beast. The Social Security Program Operations Manual System (POMS) is 27 chapters, nearly 3,000 rules, and the primary source of information used by the Social Security...
What Are The (Hidden) Fees in a Variable Annuity
Annuities carry with them a lot of deep emotion and misunderstanding. At its very core, an annuity is a contract between you and an insurance company where you turn over a large sum of money in...
Understanding Common Advisor Designations
What does it all mean? Have you ever looked at someone’s business card or credentials and there appears to be a bowl of alphabet soup spilled behind their name? These credentials must be...
