October 21, 2024
A new real estate brokerage model is shaking up the traditional way homes are bought and sold, and it’s all thanks to a Green Creek native who has returned home...
A new real estate brokerage model is shaking up the traditional way homes are bought and sold, and it’s all thanks to a Green Creek native who has returned home...
Every day, thousands of people fall victim to fraudulent emails, texts and calls from scammers pretending to be their bank. And in this time of expanded use of online and...
In an age where digital transactions are commonplace, scammers have become increasingly skilled at tricking individuals into divulging sensitive information, leading to financial losses. Fraudsters often impersonate bank employees, send...
Here are three tax-planning missteps I often see clients make—and how you can avoid them in your own financial life. 1. Having too much tax withheld from your paycheck: According...
Asset allocation is the process of deciding how to divide your investment dollars across several asset categories. Stocks, bonds, and cash or cash alternatives are the most common components of...
Buying your first home is an exciting experience. We also know, however, that it is the most significant financial investment you will make. The competitive housing market, rising interest rates...
Your first financial order of business is to collect the many documents required to deal with the deceased’s financial affairs. Order at least 10 certified copies of the death certificate....