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How to Save for a Down Payment on a House
There are some general rules to figure out how much house you can afford and how big a down payment you may need.
What Is an RMD?
When you turn 72, the IRS requires you to start taking required minimum distributions from your tax-deferred retirement accounts.
Is It Better to Have a Will or a Trust?
They can both serve an important part in an estate plan. We break down the differences.
Our Better Money Habits From COVID Are Slipping: Here’s What to Do About It
We help clients with these topics every day. Read more here.
How to Teach Children to Build Healthy Money and Credit Habits
Starting these types of money lessons early can help them establish a solid financial foundation. Read more here.
What Do Mortgage Lenders Look for in a Borrower?
If buying a home is on your list of goals, it helps to know what makes you attractive to a lender. Here are a few key factors.
The Importance of Planning for the Cost of Long-Term Care
This is an important planning consideration that we often cover with clients. Read more here.
What Is Earnest Money When Buying a House?
Earnest money can be a key part of the homebuying process. Here’s what you should know. Read more here.
