Mortgage Preparation Steps

The process of buying a home can be lengthy, taking up to approximately  6 months. There are many steps that should be taken into consideration before taking on a mortgage. Check Your Credit Report and Credit Score. Lenders are much Continue reading

Seven Steps to Spring Clean Your Finances

The season for spring cleaning is right around the corner and while many may be focused on organizing closets or scrubbing floors, we  encourage consumers to clean up their finances as well.  Spring is a great time to take a hard Continue reading

IRS Announces IRA Rollover Rule Change

Starting January 1, 2015 the IRS will begin enforcing a new interpretation of the rule that limits the number of nontaxable IRA rollovers an individual can complete. Because of this, IRA owners will need to tread even more carefully when Continue reading