As the new year rolls in, many reflect on the goals and resolutions they want to make. Sometimes, money, planning for retirement, and accumulating wealth are on the list. If it’s on your list…read on.

If someone asked you what you’re most afraid of, what would you say? Public speaking? Heights? Failure? October 13th is National Face Your Fears Day created by Steve Hughes. How different would your life be if you identified what scares you and made a plan to overcome those fears?

Many of our clients currently have kids in college or heading there. While we can’t control the cost of tuition or books, we can give some tips to parents and students alike to start building a better financial future.

Many of you may have heard that mortgage rates are at near record lows. That’s all fine and great, but is now the time to refinance, especially during unprecedented times like these?