• Family Trusts: Leaving Real Estate to Your Children

    What to do with your family home, vacation cottage, or other property after you die is an emotional decision. If you have children, your first inclination may be to leave the property to them. Split it evenly;...

    • May 11, 2018
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  • First-Time Home Buyers: What Lenders Want to Know

    So you’ve decided to buy a home. Congratulations! That’s a big decision. Reaching this decision means you have probably been talking to realtors and attending open houses, which is sort of putting the horse before the cart,...

    • March 9, 2018
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  • Retirement Adventures: Living Abroad

    A number of senior baby boomers with a sense of adventure after years of workplace stability are expanding their search for the perfect place to settle down in retirement to destinations outside of the United States. According...

    • February 2, 2018
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  • Tips to Increase the Value of Your Rental Property

    When renovating and cleaning a rental property, it is often difficult to cut costs while maximizing your return on investment (ROI). Here are some relatively inexpensive tips that will help you improve the rental property, while maximizing...

    • January 15, 2018
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  • Smart Investment Ideas for College Students

    When it comes to investing, whether it be stocks, bonds or real estate, time is money. The more time you give your money to grow, the better chance you have at earning profits which, when reinvested, compound...

    • January 27, 2017
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  • Take Steps to Achieve Your Resolution of “Buying a Home in 2014”

    The New Year is always a time for Americans to vow to get in shape and save more money. After all, who doesn’t want to be thinner and richer by the end of the year? Some people...

    • January 7, 2014
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  • The List – Top 6 Financial Events of 2013

    From new Popes to Bitcoins, Boston bombings, Government Shutdowns and Obamacare, 2013 has certainly been an eventful year. But it wasn’t such a bad year – in the end, investors, retirees, businesses and college students succeeded or...

    • December 30, 2013
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  • Achieving Financial Competency

    Learning to Effectively Manage Your Financial Affairs Understanding and planning your financial future is one of the most important and highly neglected aspect of your life. And while we do not hesitate to plan out our weekend...

    • January 29, 2013
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