Monthly Archives: September 2015

Kids and Money: What is Your Child’s Financial Personality Type?

Is your child a saver or a spender?  One of our most important missions as a company is to help our clients improve their financial literacy.  By helping you make smarter decisions with your money, even beyond the mortgage, we get … Continue reading

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A Quiz to Help You Make SMART Borrowing Decisions

Making the right borrowing decisions when it comes to getting a new mortgage is critical.  As we teach every day when meeting with homeowners and new home buyers, how you handle the financing of your home impacts virtually every other … Continue reading

Posted in Blind Spot 1: Developing a Plan, Blind Spot 2: Increasing Fiscal Literacy, Blind Spot 3: Storing Money Efficiently | Tagged , , , , , , , , , , , , , , , | Leave a comment

The Future Is So Bright

I know what you’re thinking…Timbuk 3’s hit song in the 1980’s, The Future’s So Bright, I Gotta Wear Shades.  Yes, I did listen to that song recently on a road trip, with my kids laughing at the ridiculousness of the … Continue reading

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