Did you find the house of your dreams and now want to know what the best way to finance a home is? There are multiple options available and it can be difficult to determine which is the best one: should you take out a mortgage or liquidate investments and use that money?… Read more
Making financial decisions as part of a second marriage can be tricky. Recently I was helping a woman who had remarried and was looking for advice on how to handle her new financial situation. Second marriages, where each spouse brings assets, debts, and children with them, need to be managed with sensitivity…. Read more
What is the goal of your investment portfolio? Do your investments just serve you, or do they have a broader reach? Many investors’ ultimate goal is to create wealth that will enable them to meet personal financial goals and make a lasting impact on the world. If this describes you,… Read more
