Planning matters

How to Respond to a Data Breach

One of our clients called last week to tell us their bank account number was stolen. They were closing the account and opening a new one, and they did the right thing – they alerted us not only to update their information, but also so we could be on the lookout for any suspicious activity…

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Home Equity Line of Credit

This past year many of us have started looking at our homes in new ways. Maybe there is a desire to make your outdoor space more comfortable for safe social gatherings. For others, it may be transforming areas of your home to make them more adaptable for remote learning or working from home. One option…

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When was the Last Time You Checked Your Credit Score?

Your credit report is a detailed log of all of your lines of credit and credit-based activity which is managed by three different credit bureaus – Equifax, Experian and TransUnion. With good credit, you may be able to secure lower interest rates on financing leading to lower monthly payments on loans. A key part of…

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