Finance
The Role of Insurance in Estate Planning
Estate planning deals with the management and distribution of your assets when you die. Life insurance is a useful tool in these efforts. It can...
How to Create a Budget and Stick to It
Creating and sticking to a budget is an essential financial skill. It helps you spend less than you earn, save for future goals, and avoid...
Aligning Profit With Purpose
Sustainable investing continues to gain ground, with record funds flowing into sustainable funds in the first half of 2020 and growing recognition that they offer...
The Top 10 Undervalued Stocks to Watch Right Now
Stocks may have reached new highs recently, yet patient investors can still find value. Here are five stocks that might fill that need. Morningstar finds...
Investing in Art – A Guide to Understanding the Art Market and Collectibles
Art can be an exciting alternative investment option for those with sufficient funds and an interest in its genre, however it is essential that one...
The Importance of Emergency Funds and How to Build One
Establishing an emergency fund offers many advantages. Most notably, having one allows you to avoid high-interest debt options such as credit cards or personal loans...
Tax
Effective Tax Rates
Tax-Preparation Fees
What Are Marginal Tax Rates?
Wealth
How to Build a Wealth Snowball
What is Wealth?
The Profession of Wealth Management
Wealth-Building Tips
Mortgage
Mortgage Tips For First-Time Homebuyers
There are a number of important tips that you need to know about before you buy a home. You'll want to find the right lender...
Reverse Mortgage For Retirees
A Reverse Mortgage allows you to access the equity in your home. The proceeds can be used for a variety of purposes, such as paying...
Interest Only Mortgages – What You Should Know
Interest-only mortgages are a great way to keep the costs of your first mortgage low while enjoying the benefits of a home mortgage. But, there...
What Are the Benefits of Mortgage Prepayment?
Mortgage prepayment is a common practice that allows borrowers to pay off their mortgage loan early. This can be done in full or in part,...
Accelerated Mortgage Payments
Accelerated mortgage payments are a great way to pay off your mortgage faster and save thousands of dollars over the life of the loan. However,...
Ways to a Lower Mortgage Payment
There are a number of ways to lower your mortgage payment. The most common way is to refinance your current mortgage, which can help you...