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A guide to mortgages

Q: We have just started looking for a new home and are baffled by mortgage options. What do you suggest?  – J.P., Texas  A: Mortgage rates can vary significantly, and by choosing too high a rate or for too long a term, you could end up overspending by tens of thousands of dollars over the [...]

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A quick guide to mortgages

Q: –– We just got transferred and are in the market for a new house, but are getting confused by all the mortgage options. Can you help us sort it all out? – J.P., California  A:  Getting the right mortgage “for you” is a vary important financial decision. By choosing poorly, you could end up [...]

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Buying a home improves with planning

Q: With house prices dropping, we’re in the market to buying a home. But this very  confusing and still expensive. What suggestions do you have to keep us from making a big mistake? – K.A., Idaho A: Buying a home is very important life event. The choices you make and the financial commitments you assume [...]

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Categories: 20-30, Applying for a Loan, Article Complexity, Budgeting , Building a Home, Cohabitation Planning, Complexity - Basic, Domestic Partners, Drivers License, Accidents & Tickets, Employment, Estate - Trusts, Estate Planning & Administration, Estate Planning & Administration - (All), Family Gifts, Family Office Planning, Financial Planning, Financial Planning - LE, Grandchildren, Home - Lines of Credit, Home - Second, Home Ownership, Home Purchase, Home Refinance, Home Repairs & Remodeling, Home, Auto & Insurance, Insurance, Insurance - Buying Home Insurance, Investment Planning , Life Balanced, Life Cycles, Life Events, Life Stages, Life Styles, Live for Today, Live for Tomorrow, Lower Middle Class, Major Expenditures, Marriage / Life Partner, Men's Financial Issues, Middle Class, Parents, Pre 20's, Retiring - Getting Ready to Retire, Single Dad, Single Mom, Trusts, Trusts - Irrevocable Trusts, Trusts - Living Trusts, Upper Middle Class, Very Wealthy, Wealth, Wealthy, Women's Financial Issues
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Choosing the right financial advisers

Q: We’re a middle aged couple and I have just received a modest inheritance. We need some tax and financial planning assistance in understanding our financial situation and in making some important decisions in front of us. Where can we find this financial assistance, and how do we select the right professionals to help us? [...]

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Do you need a life insurance trust?

Q: We own a small business that has become quite valuable. We are in the process of updating our estate plans and found that we have a significant liquidity and estate tax problem, when my husband and I pass on. We are looking into additional life insurance and possibly using a life insurance trust. Can [...]

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