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  • Renting vs Buying: Making Smart Choices in Today’s Market

    Where we stand nowThe U.S. housing market has softened recently. Home price growth is essentially flat in many markets, with…

    October 16, 2025
  • ROADMAP: The Bank of Mom & Dad; Why Teaching Kids About Money Early is the Ultimate Investment

    Money talks—but are we letting it talk early enough? Too often, young adults graduate high school knowing the Pythagorean theorem…

    September 3, 2025
  • So… What’s the Deal with the Stock Market Anyway?

    If you’ve ever scrolled past headlines about “The S&P 500 rallying,” “Dow Jones slipping,” or “markets closing in the red,”…

    July 23, 2025
  • What’s a Brokerage Account? Your On-Ramp to Building Real Wealth Before Retirement

    If you’ve got your checking and savings accounts humming, a basic emergency fund stashed away, and you’re starting to think…

    July 23, 2025
  • College Fund Accounts 101: How to Start Saving for Your Child’s Education (Even Before They’re Born)

    TL;DR: A 529 College Savings Plan is a tax-advantaged account designed to help you save and invest for future education…

    July 16, 2025
  • 3 Smart Ways to Buy Your First Investment Property

    Buying a home isn’t just a life milestone—it can also be a wealth-building strategy when done right. If you’re in…

    July 1, 2025
  • How to Freeze Your Credit and Set Up Fraud Protection: A Step-by-Step Guide

    June 16, 2025
  • Credit Scores 101: What They Are, Why They Matter, and How to Improve Yours

    You’ve probably heard that your credit score can make or break your chances of getting a good mortgage. And it’s…

    June 16, 2025
  • Understanding PMI and Mortgage Points: Key Financial Insights

    Private Mortgage Insurance (PMI) and mortgage points can seriously impact your monthly payments and long-term costs. PMI adds to your…

    June 4, 2025
  • How to Choose the Right Real Estate Agent (and What to Expect When You Do)

    You’ve saved up for a down payment, you’ve got your mortgage options lined up, and now it’s time to start…

    May 2, 2025
  • Start Here: A First Time Homebuyers Guide

    If you’re feeling stuck in the “rent vs. buy” debate, you’re not alone. The idea of buying your first home…

    May 2, 2025
  • Home Loans 101: Understanding Your Mortgage Options

    You’ve got your savings plan rolling. You’re tracking your budget. Now it’s time to tackle one of the biggest financial…

    May 2, 2025

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