Latest Posts

Avoiding Bad Financial Decisions

by Jared White on Aug 22, 2019

Managing finances properly is mainly common sense. While we’ve all made financial mistakes, most of those mistakes are easily rectified, particularly when promptly corrected. However, there are some financial decisions that can be much harder to recover from. Here are just a few of them:

Why Should I Think About Retirement Planning?

by Jared White on Aug 22, 2019

If you’ve only just begun your career and are starting to collect a decent paycheck, the last thing on your mind is probably retirement planning. When you’re in your twenties and thirties, retirement can feel light years away, but it will get here much quicker than you can imagine. And when it does, you’ll want to be prepared.

And for those in their 40s and 50s, remember that it’s never too late to start saving for retirement. The most important thing is to just start.

Here are some tips for getting started:

Investing 101

by Jared White on Aug 22, 2019

If you’re new to investing, some of the information on the Internet can be downright confusing. While investing itself is fairly straightforward, many people find themselves shying away from the entire process because they simply don’t understand the terminology, which can be somewhat overwhelming.

So here is a rundown of common investing terms that every investor should become familiar with:

Stocks

Is a Reverse Mortgage Right for You?

by Jared White on May 2, 2019

In recent years, reverse mortgages have been enthusiastically marketed to homeowners ages 62 and over. Optimally designed for homeowners with at least 50 percent equity in their home, reverse mortgages allow homeowners to tap into that equity, providing them with a regular monthly payment – the complete opposite of a standard mortgage. Any income a homeowner receives from a reverse mortgage is typically tax-free, with payments continuing as long as the borrower remains in their home. However, if the homeowner moves or the home is sold, the loan becomes due and payable.

Planned Giving Goes Further

by Jared White on May 1, 2019

There are many ways that we support our favorite charitable causes. However, one of the most beneficial ways to support a favorite charity now and into perpetuity is through planned giving. While almost any larger nonprofit organization has an active planned giving program, it may come as a surprise that many smaller nonprofits are also eager to work with their donors on planned giving options.