by Mike Tyler | Mar 5, 2024 | Resources
Homeowners have used equity in their home as a cash source to fund other goals likehome improvements, consolidating debt, education expenses, medical expenses, etc.Below is an explanation of three common ways to access your equity, and how theydiffer. Cash-Out...
by Mike Tyler | Mar 4, 2024 | Resources
The fear of having money trapped in a 529 plan has been on the minds of investors for years. Although the definition of qualified education expenses has been expanded multiple times to provide flexibility on how those funds can be used, there is still the worry of...
by Mike Tyler | Feb 7, 2024 | Resources
For many individuals over the age of 62, Social Security Income (SSI) Benefits can be a major component of their income stream, particularly during retirement years. Below is a summary of key points regarding this benefit. Full Retirement Age (FRA) and Impact on...
by Marilou Davido | Jan 9, 2024 | Resources
“Compound interest is man’s greatest invention.” – Albert Einstein Compound interest is a financial phenomenon that has the potential to transform your wealth over time. It’s often referred to as the “eighth wonder of the world” and rightly so, as...
by Marilou Davido | Nov 20, 2023 | Resources
Trusts come in many different forms and serve many different purposes. For families who have a special needs beneficiary, it is important to consider the use of a special needs trust within the estate plan. A special needs trust, sometimes called supplemental needs...
by Marilou Davido | Nov 19, 2023 | Resources
Divorce can be a stressful and traumatic time in anyone’s life. Dealing with insurance decisions is way down the list of fun things to do, but understanding insurance requirements, responsibilities and some creative planning can prove to be invaluable both pre-and...
