Just like you might check your car before a summer road trip up north or get the lawn mower tuned up, taking some time for a mid-year financial review helps keep everything running smoothly. Even small tweaks now can make a big difference by year’s end. Think of this as your easy-to-follow tune-up. No jargon….
Keep It Simple Stupid (The KISS Principle to Investing) The KISS Principle is something that I’ve grown up having engrained into my head. If you haven’t been hit over the head with it your entire life, KISS stands for Keep It Simple, Stupid. While this motto has served me well with life in general, it…
Buying a house is a big commitment. While one of your first steps (after saving money for the purchase) is to speak with a mortgage professional, they will provide you with an overview of what their formulas say that you can afford. Before committing to buy a home, it’s important to consider other important factors.
In the past several months, I have fielded calls from a few different clients that have heard, and become interested in, investing in Real Estate Investment Trusts (REITs for short). A REIT is a form of real estate investment designed to reduce or eliminate tax while simultaneously providing returns on real estate. REIT’s can either…
Football season is (finally) here. For those of us that love the game, it’s one of the best times of the year. For those that love those of us that love the game, there’s a mutual understanding that football season is here and there might be some distractions on the weekends. Believe it or not,…
We’re in the birthday season in my house. While it would be wonderful if this was limited to one party for my (almost) 8-year old son, this is not the case. In fact, due to scheduling, there will likely be 3 or 4 smaller parties this year. This past weekend was the first. Birthday parties…