Should I Place a Freeze on My Credit? YES!
What is a Credit Freeze? A credit freeze, often referred to as a security freeze, prevents new accounts from being opened in your name without your permission to help protect…
Financial Planning
Why You Should Think Twice About Delaying Your Mortgage Payments
The recently passed Coronavirus Aid, Relief and Economy act, or CARES act, allows impacted homeowners with federally backed loans to delay paying their mortgage and get a break on accumulating…
The DOL Fiduciary Rule: What does it mean for you?
Some of you have probably heard of the Department of Labor’s (DOL) Fiduciary Rule. What is it? What does it mean? A fiduciary is any investment professional who is required…
Financial Planning for the “Real World”
When I work with clients, whether new or existing, I often distinguish between financial planning and investment management for the classroom and for the “real world.” I always show the…