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More concerning is refinancing several times into another 30-year mortgage. Mortgages are expensive because interest is charged over a long period of time and homeowners do not stay in their homes for 30 years. According to the National Association of Realtors®, the median duration of homeownership in the US is 13 years[1] as of 2018. So, the idea of locking in a low rate may be appealing but, the reality is that most Americans are starting their mortgages over again before they are even half way through paying it off.

In the last few years, a new type of financial services company has emerged, the fintech company. These companies are trying to use technology to automate, simplify and improve investing.

Here is a list of some strategies you can employ to reduce your tax liability for 2020 tax year. Bear in mind, some of these strategies generally apply each year so this is the perfect time to reach out to your Certified Financial Planner™ practitioner or tax preparer and implement a plan for 2021 and beyond.

Two COVID-19 vaccines were approved by the FDA in December and distribution has officially begun. While our health is top priority, many are still wondering - what does a vaccine mean for the economy?

If you are fortunate to work for a company that provides you with Restricted Stock Units (RSUs) or an Employee Stock Purchase Plan (ESPP), you may be sitting on a pile of company stock. In the early years, handling it may be straightforward: sell some and keep some. But as the value and number of shares grows,