Financial Planning and the New Tax Plan

Right now, you may be in the throes of gathering your tax documents for 2017 and preparing for the annual ritual of filing online or with your accountant. But it’s worth noting that substantial changes are on the horizon for 2018. The Tax Cuts and Jobs Act of 2017 was...

Divorce & Your Money: Liabilities

This is the fifth post in my “Divorce & Your Money” series. In addition to their assets, a divorcing couple must identify their financial debts or liabilities.  Division and responsibility for each will be part of their divorce settlement. Debt may have been part...

Divorce & Your Money: Financial Assets

This is the fourth post in my “Divorce & Your Money” series. A divorcing couple must identify and evaluate their financial assets and liabilities.  Division and responsibility for each will be part of their divorce settlement.       Make a List...
Interview: Mortgage Refinancing Answers

Interview: Mortgage Refinancing Answers

At today’s low interest rates, refinancing your mortgage can be a great way to reduce monthly mortgage payments and save thousands of dollars in interest.  But we all know that the mortgage process is tougher that it used to be. I recently asked Isaac Grant, a...