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Our Weekly Blog

Fixed vs. adjustable: What is the lowest cost mortgage? Thumbnail

Fixed vs. adjustable: What is the lowest cost mortgage?

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.

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The bright side of budgeting Thumbnail

The bright side of budgeting

Budgeting gets a bad rap, but that’s because it’s not often thought about in the right way. The beauty of a budget is to let you see how you spend, so that you can put more of your money toward what you enjoy and less toward what you don’t.

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Tax Strategies to Implement Today  Thumbnail

Tax Strategies to Implement Today

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.

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Fighting the cost of college: Savings bonds? Thumbnail

Fighting the cost of college: Savings bonds?

It’s that, “oh shoot, honey, do we still have those in our strong box” kind of investment: Yes, I’m talking about savings bonds. You likely stashed them away for your kids 15 years ago, and if you’re like many families, you may have forgot about them entirely. But if your kids are now in college, it may be time to take a trip down to the cellar to dust them off.

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