Topics
Topic:
Wealth Management and Financial Advisors
-
Unexpected Expenses When Buying a Home
Buying a new home can be an expensive process, and if you are not careful, you can end up paying for items you don’t need or have already paid for. Loan Costs When applying for a mortgage and receiving quotes from various mortgage companies, make sure you are comparing apples to apples. You will…
-
What Should You Consider When Reviewing Your Cashflow?
Monitoring cash flow is universal and critically important to the health and well-being of your financial plan. Perhaps you have: Income streams that have changed; affecting your savings, taxes, or debt service. Essential and discretionary spending has experienced upward creep; affecting your ability to save, service debt, or save for your future. Savings goals that…