“Should I pay off my mortgage early?

“Should I pay off my mortgage early?” is a question we are often asked. It depends. What are your motivators? Will paying off your mortgage truly get you closer to your goals? Seeking mortgage payment advice can be motivated by the objective of being debt-free...

Nondeductible IRAs

by Chris Maurer on

Most people are familiar with an IRA. An Individual Retirement Account (IRA) is an account set up at an institution that allows an individual to contribute up to a certain amount each year toward their retirement in a tax-advantaged manner. The most common consideration as it relates to IRAs is...

The Road to Retirement: Are you Ready?

by Chris Maurer on

We’re all going to hit retirement age one day. For some, that time is nearer than you think. The years pass by so quickly, and before you know it you’ll be entering into your golden age. Before your retirement starts, you need to ask yourself - are you ready? Preparing for retirement now can help...

When it comes to financial planning some people act on impulse not giving much thought into their investments. It is only when an investment goes south that people start to pay attention and search for money management tips. Your financial strategy plan should be proactive versus reactive. Using a C...

Is Life Insurance a Good Investment?

by Chris Maurer on
Is life insurance a good investment? Discover our answer in today’s blog. Our certified financial experts want to ensure you’re taken care of for your future!

Each year as you file your tax returns ask yourself this simple question “are you maximizing the best tax strategies to retain your income?”. If you answered no, rest assured our tax review checklist can help guide you to make the most of your tax results. To fully maximize your potential...

Quarterly Economic Update: Third Quarter 2020

by Chris Maurer on

Nearly six months after the large waterfall drop of equity prices in March, most broad indexes have found their way to a better place. For the third quarter, the Dow Jones Industrial Average (DJIA) advanced over 7% and the S&P 500 index (S&P 500) rose over 8%. Although the quarter was strong, the...

Quarterly Economic Update: Second Quarter 2020

by Chris Maurer on

After a sharp waterfall drop in March, major equity markets advanced strong in the second quarter. Following the Dow Jones Industrial Average's (DJIA) worst first quarter ever, the index posted its best second quarter performance since 1938 rising over 17%. The S&P 500 ended the quarter up 20%...