Personal Insights
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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4 Investor Lessons for 2022
Wealth
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.
Personal
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.
Personal
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.
