Mar 31, 2020
Sr. Loan Advisor Maggie Richter gives us some ideas on how to make your mortgage work for you and fit into your overall financial goals. She also dispels a few myths and gives us a few very practical tips on how to impact your credit score.
Mar 24, 2020
Eileen Rice gives us an amazing history lesson on estate taxes which includes the origin of algebra! She also gives a few real scenarios of planning she has witnessed over her 30 year career and examples of inheritances put to tremendous use.
Jennifer Sapel and Eileen Rice are registered representatives and...
Mar 17, 2020
Ken shares about a super sweet dog that never left the homeowners property, yet still was the reason for a homeowners insurance claim. Learn why “good” insurance is so important and how he defines it.
Mar 10, 2020
Sociologist Sarah Meadows shares how our relationship with money
is generational and how major shifts change as different
generations live different experiences. She's a car nut and
wine enthusiast
who gives us some sage advice about using credit and using whatever
system works for you.
Mar 3, 2020
From Financial Services Professional on the rise to landlord,
full time mom and entrepreneur. Kelly shares some stories
about real estate investing, combining finances with her husband
and how money
was a matter-of-fact kind of topic growing up in her home.
She's also about to embark on a luxury home hack journey...