Anyone who has met with me and is contemplating a remodel knows that I loooove a Home Equity Line of Credit (aka HELOC). I think every homeowner should have one in place. If you don’t, maybe this is a New Year’s resolution to add to the list. Why do I think HELOCs are so great?…
Looking to orchestrate a Thanksgiving meal that’s both easy on the host and budget friendly for everyone? Check out this economical holiday menu. All that’s left is to delegate. For the host: Roasted Herb Chicken (Instead of Turkey) Why it’s budget-friendly: Chicken is often cheaper and more accessible than turkey, plus roasting a whole chicken…
Forget the fear. Let’s scream with laughter at these clever Halloween commentators: “Heard a rival dad is planning to hand out king size candy bars for Halloween so now every trick or treater that comes to my house is getting a full rack of ribs.” – Simon Holland “I don’t have to worry about…
Mostly to prove that there is no use trying to time the markets or predict the next “hot” sector (and because I like the title), here again are the scariest and sweetest sectors of the stock market so far in 2024. Sweetest sectors year to date as of 09/16/2024. Think it’s Tech? Think again! Utilities …
The mortgage world is crazy these days. My clients have so many questions on how to finance that first house, upsized house, or downsized house. This week I’m thrilled to present the expertise of Carol Core to help make sense of the mayhem. Kristi: Everyone who bought a house in the last year is…
So, I say it every four years, and I’ll say it again. The US President is one person whose job cannot last more than 8 total years. This person does not in the long term affect the worldwide economy. Therefore, and ergo, for the sake of your own sanity and that of your financial advisor,…
No need to break the bank or dress like a healthcare worker with loose morals this Halloween! Here are a few budget friendly ideas that can be put together at the last minute that will have your fellow party goers in stitches. Bonus, no itchy make-up or uncomfortable shoes required. Ceiling Fan: This costume…
A truism about social norms in America is that people would much rather talk about their uterine fibroids with perfect strangers than discuss money with those closest to them. Here are three quick tips and three pitfalls to avoid when talking about money with your honey. Schedule Regular Money Talks Set aside time regularly, maybe…
What is a secret blunder lurking in many people’s investment accounts? Uninvested cash left sitting for months, years, even decades. How does this happen? A simple misunderstanding upon transferring or adding new money to brokerage accounts. Here is how money gets invested in a brokerage account: Here is what often happens: …
Great news! The IRS has clarified a part of the Secure 2.0 Act (only took two years) and now employees can more easily than ever raid their 401(k) plans. That’s right, once per year, you can take out money from your active 401(k) plan up to $1,000 without having to prove a specific hardship. You…
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