Now that a new year is underway, it’s time to reflect on what can make it great. While you want to set reasonable goals that are likely to stick, don’t forget to concentrate on what’s holding you back. In some cases, improving your financial situation is less about trying to create resolutions you’ll actually keep — […]
More and more people are doing their banking, shopping, and other financial business online because of one reason: it’s convenient. Unfortunately, with the convenience comes a decidedly higher risk of exposing your sensitive personal information to hackers, con artists, and scammers. Phishing, the practice of drawing out personal information through emails posing as official communication, […]
My wife and I built our home in 2004, at the height of the housing boom. We built as large of a house as we possibly could using creative financing, which included an adjustable rate first mortgage, and an interest-only second mortgage. This wasn’t an ideal situation, but we planned to refinance within a few […]
Tax time is quickly approaching. Those who anticipate getting a large tax refund will be anxiously waiting to file their taxes, while those who anticipate owing money will be holding off until the last minute. Regardless of your opinion on whether it’s wise or not to get a tax refund, there are a lot of […]
When many of us think about estate planning, we think of things like wills and trusts. If we’re really serious, we think about powers of attorney. Digital assets, however, are often overlooked. At first, you might think you don’t have any digital assets that matter. However, as Jean Gordon Carter, an estate planning attorney with […]
As the end of the year rolls around, you’re probably trying to figure out how to pay less taxes. While tax loss harvesting may not make sense in every situation, it could potentially save you hundreds of dollars in taxes. For most investors, taking the time to sell investments at a loss before year’s end […]
