How Much Home Can You Afford?

How Much Home Can You Afford?

That depends on a number of factors. Check on them to see if you are ready to buy. Does buying a home make sense for you financially? It may or may not, depending on some financial, career, and lifestyle factors. Your savings, your credit, your salary, your level of...
An Estate Planning Checklist

An Estate Planning Checklist

What to check (and double-check) before you leave this world. Create a will if you do not yet have one. A valid will may save your heirs from some expensive headaches linked to probate and ambiguity. A solid will drafted with the guidance of an estate planning...
Using an IRA Trust

Using an IRA Trust

What is it? What kind of benefit could it provide? Seemingly everyone has heard of an IRA, but few people know about IRA trusts. Perhaps more people should, for an IRA trust may provide a way to “stretch” IRA assets for decades to benefit multiple generations. An IRA...
Surprising Characteristics of the Millionaires Next Door

Surprising Characteristics of the Millionaires Next Door

The habits and values of wealthy Americans. Just how many millionaires does America have? By the latest estimation of Spectrem Group, a research firm studying affluent and high net worth investors, it has more than ever before. In 2015, the U.S. had 10.4 million...