You’re used to providing advice to clients on how to achieve their financial goals. Devising strategies to optimize retirement savings, establishing budgets for high-value...

A defining moment for a hard-working individual arrives when you’ve decided to purchase a second home. It may be seeking out an investment property...

You’re your own boss. The sky’s the limit for earning potential. You can attend your kids’ sporting events and rehearsals with a flexible schedule,...

What You Will Learn How to determine interior home value How to look for potential home expenses Where to look for foundational issues in...

Whether you have a flawed credit history, you’re an aggressive investor, or you don’t have the backing of an employer-issued paystub, you could have...

The mortgage solution you selected months or years ago could’ve been your best choice back then, but what if the market, your situation, or...

It might be the most expensive purchase you’ve made to date. Whether it’s for the first time as a self-employed individual, an investor, or...

Beginning a career, starting a family, buying a first home – these are a few of the most anxiety-inducing yet exciting times in anyone’s...

More than 44 million Americans are considered self-employed, and that figure continues growing. Whether you’re engaged in the gig economy or a dividend-receiving business...