Uninsured and Underinsured Automobile Insurance: Why the Extra Coverage Matters

August 19, 2016 10:20 am

I was at family camp recently and the topic of uninsured/underinsured coverage came up in conversation; in talking with other families, I was amazed at how little most people knew about their auto insurance policies. As the name suggests, this part of your auto insurance policy is rather self-explanatory. However, it is my opinion that […]

Lease or Buy: Which is best for you?

May 12, 2016 9:46 am

It is that time of the year when the weather is nice and people think about buying a new car.  I’ve had a few friends lately tell me they were going car shopping and given what I do for a living, they had some questions for me.  In fact, I get the same questions from […]

What is a Reverse Mortgage? Is it for Me?

January 19, 2016 4:27 pm

I was watching television the other night and more than a few commercials were touting reverse mortgages.  In fact, I have noticed over the last year or so that these commercials are more frequent than normal.   I have been asked by multiple clients about reverse mortgages recently – when I asked what prompted them to […]

Is It A Good Time To Refinance?

March 12, 2015 12:00 am

I get this question a lot from friends and clients:  “Should I refinance my mortgage?” The answer is not always so simple.  In fact, many of us thought the days of refinancing were almost over (well…not literally) because s…

To Roth or not to Roth…That is the Question

June 9, 2014 12:00 am

You’re in your office and your human resources manager approaches you with a form that you need to fill out for the upcoming year with respect to the amount of your salary you want deducted from your paycheck for your 401(k) contributions. The fo…

Debt vs. Deficit: What’s the difference?

May 14, 2013 12:00 am

There was news recently that the federal government paid down some of its debt for the first time since 2007. I guess you could argue this is good news: it’s better than not paying the debt down, but why it happened is equally as important. …