Planning matters

Ready to Buy a House?

Determining whether to buy a house or stick to renting is a major decision. While there are many personal factors, a number of indicators can help determine when you’re ready to buy. Putting Down Roots – How long do you plan to stay in the home? As a general rule, a buyer should plan on…

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Marriage and Money

June is a popular month for weddings and exactly thirty-six years ago today, my husband and I were standing at the altar lovingly exchanging our wedding vows. However, none of those vows included anything about handling money together. We were left to our own devices to figure that out. Here are some great tips from…

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Financial Answers Everyone Should Know

Finances, ugh. We understand that not everyone enjoys dealing with money matters. In many joint households, financial responsibilities often fall to one person, with the other having little or no knowledge. While we are happy to act as a partner to help unravel detailed questions, we also want to emphasize the importance of knowing the…

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Debt Snowball or Debt Avalanche?

Student loans, car payments, credit card debt, and the list goes on. The total personal debt across all US households stands at over 14 trillion (yes, trillion!) dollars. Debt can provide leverage to pursue dreams like home ownership and a college degree, but it can also stand as a roadblock to reaching your financial goals….

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Spring (Financial) Cleaning is in the Air!

Spring is in the air! A time to clear the cobwebs, organize the closets, and toss out the clutter. It’s also a great time to dust off and review your financial documents. But what documents to keep, how long to keep them and how to best store them and keep organized? Here are some tips…

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