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All You Need to Know about PMI

Private Mortgage Insurance Saving for a house is a significant milestone that involves many moving parts and key factors to consider...

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All You Need to Know about PMI

The Importance of Beneficiaries

Life is filled with moments of change — from marriage and the birth of children to purchasing a new home or losing a loved one. Along...

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The Importance of Beneficiaries

Combat Pay/Tax-Exempt Pay & Your TSP

Being in the United States Military has some perks. One of those is Combat Pay. If you are earning or have ever earned money while in a...

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Combat Pay/Tax-Exempt Pay & Your TSP

The Overlooked Tax Credit: The Residential Clean Energy Tax Credit

Introduction Are you a homeowner? Did you install any new systems in your home during the past year (such as a water heater, skylight, a...

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The Overlooked Tax Credit: The Residential Clean Energy Tax Credit

What is the Homestead Tax Exemption

The Homestead Tax Exemption is a legal benefit available in most states, which reduces property tax reduction on homeowners’ primary...

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What is the Homestead Tax Exemption

The Investor’s Guide to Navigating Economic Data: Key Reports You Can’t Ignore

For many individuals with investments in the market and other securities, the state of the economy is critically important. But what...

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The Investor’s Guide to Navigating Economic Data: Key Reports You Can’t Ignore

New Thoughts on Term Life Insurance

Life Insurance: Term Life Insurance Specifically As followers of many of Dave Ramsey's  principles, we should be familiar with his...

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New Thoughts on Term Life Insurance

How Fee-Based Advisors work and the benefits to you

What is a Fee-Based Advisor? When looking for the right financial advisor , several questions should be at the top of anyone’s mind ....

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How Fee-Based Advisors work and the benefits to you

How to manage an Inherited IRA

I’ve inherited an IRA… now what do I do? Inherited IRAs can seem overwhelming when the time comes to inherit one. It seems...

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How to manage an Inherited IRA

The Power of Principal-Only Payments

In the world of personal finance, effectively managing debt is essential for achieving long-term financial stability. One often...

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The Power of Principal-Only Payments

Actively Managed vs. Passively Managed Funds

With the number of available funds seemingly endless, it can be hard to tell what a fund’s investing strategy is. With so many ways to...

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Actively Managed vs. Passively Managed Funds

Section 121 Exclusion

Home appreciation has many sellers worried about the tax consequences that may come with selling their house. A frequently asked question...

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Section 121 Exclusion

Associate Financial Advisor

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