by Nannette Kamien | Apr 8, 2020 | Debt, Real Estate
As mortgage loan rates hover around historic lows, almost everyone seems to be asking themselves if they should refinance. And if you aren’t, you should be. Your home is usually one of your biggest expenses and the source of a significant portion of your...
by Nannette Kamien | Oct 30, 2019 | Debt, Education, Kids, Planning
When advising divorced or separated parents on the college financial aid process, a number of questions come up that have answers that aren’t intuitive. In this post I will cover the most frequent situations I encounter. I will also include tips to help you use...
by Sara Stanich | Oct 8, 2018 | Cash Flow, Debt, Garden, Insurance, Investing, Planning, Saving
My core clientele are busy professionals and entrepreneurs. They are ready to get serious about building their financial future, but don’t know where to start, and don’t have time to figure it out. Maybe I’ve been spending too much time in mine, but I think...
by Sara Stanich | Sep 27, 2017 | Cash Flow, Debt
By now you’ve heard about the massive data breach at Equifax which include the personal information of up to 143 million people. Although we have (sadly) grown accustomed to hearing about similar data breaches, like the ones at Target, Anthem, Yahoo or Home...
by Sara Stanich | Apr 14, 2014 | Cash Flow, Debt
Unfortunately, I have heard several stories from clients affected by identity theft. The results can include financial loss, fraudulent bills, damaged credit, and the huge hassle of contacting financial institutions and getting the mess sorted out. Tips to Protect...
by Sara Stanich | Aug 14, 2013 | Debt, Planning, Saving, Taxes
With interest rates likely to increase, you may be in no hurry to pay off your mortgage. After all, you may not be able to get such a low interest rate again. But let’s assume you are making good progress on your other financial goals. You’ve been saving for...
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