Advice Center

Helpful Hacks to Simplify Your Move

Moving into a new home is an exciting time, full of hope and possibility. Yet there’s no doubt about it – the process of packing and physically moving all of your belongings can be a stressful experience as well.

Continue reading

How Do I Figure Out How Much to Save?

While your age shouldn’t determine whether or not you take steps to plan for a financially sound retirement, it can actually help you decide how much to save.

Continue reading

Should I Invest in International Funds?

Whether or not you invest in international funds depends on many factors, including your timeframe, goals, risk tolerance and financial situation.

Continue reading

How to Thwart a Scammer and Avoid Wire Fraud

Imposter scams are a growing problem – and one of the ways scam artists try to steal your money is by pressuring you to use money transfer services through companies like Western Union and MoneyGram.

Continue reading

You Shop for Shoes Online – Not Your Mortgage

It might seem easier – or more convenient – to shop for your mortgage online. But there are 3 big advantages to working with a local, reputable lender on what is likely one of the biggest purchases of your life.

Continue reading

Mortgage Q&A: What’s In a Rate?

With so many factors determining a mortgage interest rate, it can be confusing to understand whether you’re getting the best possible rate. And as interest rates continue to rise to their highest level in years, you want to make sure you’ve done your homework.

Continue reading

Consider These 5 Money Moves to Improve Your Financial Health

Many people see the new year as an opportunity to make positive change.

Continue reading

The Gift Nobody Will Return

Gift cards are a great gift for teachers, teenagers or that hard-to-buy-for person on your list.

Continue reading

Qualifying for a Mortgage without Income Is Possible

Income is not the only way to qualify for a home loan. If you have assets, such as money in your bank account, retirement accounts, stocks and bonds, you can qualify for a mortgage.

Continue reading

When and How to Freeze Your Credit

Month after month, reports of data breaches saturate the news. In today’s day and age, you can never be too safe with your personal and financial information.

Continue reading

Nearly Half of All Mobile Calls Could Soon Be Scams

A new report is revealing some information that’s downright scary – especially when it comes to your personal data.

Continue reading

Supporting Charitable Causes and Easing Your Tax Burden

When it comes to charitable giving, donating cash might not always be the most effective method.

Continue reading

How You Can Make a Difference (and Save on Taxes) with a Trust

“Giving is not just about making a donation. It is about making a difference.” Those words (from Kathy Calvin, president and CEO of the United Nations Foundation) powerfully define the altruism behind charitable giving.

Continue reading

How to Get Noticed in a Seller’s Market

Looking to buy a new home? Some locations are still considered a seller’s market, where many houses are selling quickly – some in just a few weeks or less, and some for more than the asking price. This is especially the case if the home is in the entry- to mid-level price range.

Continue reading