Personal Insights

Personal Mortgage 50-50 Afford Hero 684x

Budgeting tips and strategies for first-time homebuyers

Getting your finances in order can mitigate any monetary concerns and allow you to get the best mortgage for your money. Here are a few budgeting tips and strategies to remember when buying your first home.

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Video: How to be tax smart with healthcare and retirement costs

One of the biggest Achilles heels to an otherwise robust retirement financial plan is the cost of health insurance. Here’s how you can be “tax smart” with your retirement and healthcare costs.

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Why medical professionals need a specialized mortgage

Lengthy educational requirements, residency, accumulating considerable college debt and limited savings can make it difficult for medical professionals to buy a home. This is why a specialized medical professional mortgage exists.

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Being "tax smart" with your retirement and healthcare costs

One of the biggest Achilles heels to an otherwise robust retirement financial plan is the cost of health insurance. The trick is understanding the complexities of the law to take advantage of these available tax-credits.

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