2022 Fall Financial Check-Up
Something I've noticed after years as a wealth manager is that we get much busier after Labor Day. Summer vacations are over, kids are back ...
Financial Planning Articles
Maximize Your Travel Rewards
You use credit cards. You travel. If you have a credit score over 700, are organized, and make your payments on time, you can maximize ...
Personal Liability Protection
Recently a friend's father had a bad motorcycle accident. He'd made it all the way to his street and someone reversed out of their driveway, ...
Should You Pay Off Debt Now?
Rates are low. The prime rate, an interest rate used by lenders to determine the rates they'll charge customers is at 3.25%. It hasn't been ...
6 Things I’m Not Worried About Financially
Don’t get me wrong. There’s a long list of things that keep me up at night researching articles for my Wednesday Reading Lists. We all ...
Should You Sell Your Home?
You've heard the stories. Multiple offers over asking as soon as a house goes on the market. Bidding wars. Cash offers. Contingencies and inspections waved. ...
Breaking Money Silence Across Generations
Last year our team at Heritage Financial launched an important new initiative, HER Heritage. It celebrates the natural tendencies that make women ideal investors and ...
Lease or Buy a New Car
Should you lease or buy a new a car? It depends on how long you like to keep your cars and what your priorities are, ...
Disability Insurance Overview and Tips
Protecting yourself and your family in the event of a disability is an important step. The right disability insurance planning maintains your lifestyle if you ...
My Inside Divorce Podcast Appearance
Many thanks to Hindell Grossman of Grossman & Associates, Ltd. for having me on her Inside Divorce podcast series. I appreciated having the chance to ...
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