Aug 20, 2021 | Estate Planning, Housing, Retirement, Uncategorized, Weekly Financial Thought
Blog “Putting your House in a Trust” Trusts aren’t just for the uber-wealthy. Anyone with financial or physical assets may consider setting one up to make life a little bit easier for those you leave behind when you die. When you establish a trust,...
Mar 11, 2021 | Behavioral Finance, Housing, Investing
Blog “History Suggests Rising Interest Rates Are Good for Stocks” Over the past few weeks, the stock market has trended down. From Feb. 12th to March 8th the S&P 500 is down 2.8% and the Nasdaq is down 10.5%! While this is only a 3-week period it...
Feb 5, 2021 | Housing, Retirement
Blog “Should I Use Retirement Savings to Pay Off the Mortgage?” Beginning retirement with no debt might sound appealing. After all, you’re on a fixed income, and it’s not unlikely that you’ll go back to work and start earning an income in your final years...
Aug 20, 2020 | Coronavirus, Housing
Blog “The Coronavirus Housing Boom” If one thing is certain, we have all been spending more time in our homes over the past 6 months compared to the months and years prior. While many sectors of the economy have been negatively impacted from the...
Jul 10, 2020 | Coronavirus, Housing
Blog “When Should I Refinance My Mortgage?” This week’s post is a revamped version of a post from 2019. With mortgage rates now at historic lows, we feel it is valuable to revisit this idea. Everybody loves to save money, and since we are in a period of...
