5 Smart Uses for Your Tax Refund

Nearly eight out of 10 U.S. tax filers will receive a federal tax refund this year.  Smart use of your tax refund can start you on the path to long-term financial security. Instead of going on a spending spree, take Continue reading

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

The Income Tax Advantages of Home Ownership

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Owning a home is the American dream.  In the most basic definition a home is viewed as shelter and a place to live, however, owning your home not only provides a residence and emotional satisfaction, it also provides financial and Continue reading

Green your new year!

Why not add going green or going more green to your list of New Year’s resolutions?  While green efforts help to save our ecology, they often save us green in our wallets! Following is a list of 50 ways to Continue reading

Making Annual $14,000 Gifts

What is the simplest estate planning tool around?  Gifting!  Make substantial annual gifts now while you can control the funds with flexibility.  Reap the benefits and fun of being with your heirs and others as they enjoy your generosity. In Continue reading