10 Fun Things to do in San Jose This Weekend
From museums to nature parks, there are so many fun things to do in San Jose. Don’t miss the Tech Museum, Winchester Mystery House and more.
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OFX Money Transfer Review
There are plenty of reasons why you would need to transfer money internationally. Reasons include sending money to friends and family overseas, purchasing investments or divestments, buying a home abroad, or directly paying for accommodations for an upcoming international vacation. This is why it is crucial that you find an international money transfer service that […]
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Your Last Will and Testament
Creating an estate plan, writing down your last will and testaments, and identifying a healthcare proxy donât seem like a fun way to spend a weekend. However, organizing your end of life paperwork and making sure you have a plan for your finances are some of the most important tasks you can complete as an […]
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The Basics of Asset Protection Planning – The Rules You Need To Know
While working with clients for almost two decades one of the most pressing concerns shared among all of them was protecting the nest egg they had accumulated. Any news headline or market correction would evoke fear about losing their portfolio. It didn’t take long to realize that utilizing asset protection strategies was a must for […]
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Fifth Third Mortgage Review
Fifth Third Bank (5/3 Bank) formed as a result of the merging of two banks, Third National Bank and Fifth National Bank. Originally founded in 1858, this Cincinnati-based bank has 1,154 branches and 2,469 in the U.S. Fifth Third offers a variety of home mortgage options in 10 states and is ranked 389th on the Fortune 500. […]
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Mortgages and Loans: The Basics of Borrowing
Big loans make some people squeamish. This used to surprise me. I wondered how, for example, a client could talk openly about life insurance, with its end-of-life implications, then get sweaty palms over a mortgage refinance. Another client might, after systematically considering the need for disability insurance, balk at a mortgage equity line of credit […]
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The Top 10 Cities To Retire In (Financial Advisor Approved!)
Youâve probably seen dozens of lists like this, but letâs admit it – most of them center on locations that are already flooded with retirees for all the usual reasons. On this list, Iâm zeroing in on cities that offer tangible financial advantages to retirees. Sure, theyâre great places to retire. But each also offers […]
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What Everybody Is Getting Wrong About FIRE
In case you hadn’t already noticed it in the news, it seems we are hitting a turning point in how the rest of the world perceives this lifestyle that you and I have been enjoying. First, we were ignored. Then, there were a few stories that just focused on the strange lives of Mr. Money […]
Places that Cash Money Orders Near Me
In our first article on money orders, How to Get Money Orders Near Me, we covered how and where to get them. In this article, weâre going to focus on the flip side of that arrangement â cashing and depositing money orders at locations close to home. But in case you didnât read that first […]
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11 Best Online Brokerage Accounts: For Beginners To Experienced Investors
Investing your money can be one of the most important decisions you make in your life. Choosing the right stockbroker for the job is an essential part of that decision. To help you pick the right broker, we provide this guide to the 11 best online stockbrokers of 2023. Since each works a little bit […]
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