Mortgage Rate Locks
Locking in a mortgage rate often ensures you receive the best rate possible, but there are a few items to look out for.
Budgets with Personal Finance Software
There are free online tools you can use to track your spending habits and keep you in line with your budget.
First Financial Steps Part 4: Investing in IRA and Other Accounts
When investing in an IRA, you have limitless choices, unlike an employer-sponsored plan. We have some suggestions to get you started.
First Financial Steps Part 2: Investing
The first place to start investing is your employer-sponsored retirement plan, but if you don’t have one or not eligible yet, there are other options.
Taking Your First Financial Steps
When you’re ready to take your first financial steps, do not rush into investing! You have three important steps you should tackle first.
Disability Insurance
Disability insurance is a key component to a stable financial foundation. Disability insurance ensures maintenance of lifestyle, and income, should an individual become unable to work.
Rental Income and Expenses
Owning an rental property comes with some tax implications, and not just the great “tax write-off” you’ve heard about.
Moving Retirement Plan Assets—Transfers and Rollovers
When rolling assets from a retirement plan to an IRA, you need to careful not to take possession of the funds, otherwise you could trigger a taxable event.