November Fall Tips

News
November is here and fall is too 🍂 Here's a few tips to get you ahead of the game! Remember November 3rd we roll back the clock - at least you'll get an extra hour of sleep 😴 If you have a work based HSA account that expires at the end of the year then make that dentist or doctor appointment you've been putting off 🩺 If your finances have changed recently, make sure to do some year-end tax planning to minimize your liability. Now we all know the holidays are coming, so maybe you want to rest at home before it all starts. New to streaming is a fun holiday animated film Klaus and for the adults the Irishmen maybe the next classic (at least you hope so its…
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Market Watch 🏛

News
Here's your market watch for the week of August 19th. The stock market swings reflect uncertainty, especially globally. However, we are seeing mortgage rates at their lowest point in nearly three years. Refinances as a result are up. If you are considering refinancing contact us today and we can see if refinancing makes sense for you!
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3 Tips to Sell your house quickly

News
If you're looking to sell your house quickly here are 3 keys 1. Set the price right (obvious but we have to say it) 2. Make sure its stage ready (have it clean, lawn mowed) 3. The time of year is important spring and summer is the prime selling season
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Market Watch 🏛

News
The fed has signaled it may lower rates for the first time in over ten years later this week. Interest rates are at a nearly 3 year low and application activity is up. If you're looking to cash out some equity or getting a new home loan contact us or apply online to get started ✅
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What’s New For July

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It's July and if you haven't noticed summer is in full swing! 🏄‍♀️ (Make sure you enjoy it as it will be over before you know it it:) Here are a few tips as we enter peak BBQ season: 🔥 1. Make sure you wait for the coals to get fully lit before you start cooking (that means they should have a layer of ash around them) 2. Get creative - did you know you can barbecue fruits and vegetables? BBQ peach with some balsamic vinegar is a tasty treat that will impress the hipsters! And of course you can always throw another shrimp on barbie 😋 3. Don't forget to throw the buns on the grill! (but not too long just nice and toasty) For your summer financial tips…
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What’s New For June

News
Summer's here ⛱ (maybe not officially but school's out and the day's are long!) Here's a couple of tips to get ready for summer! If you're planning on hosting backyard bbq's and parties, make sure your insurance covers accidents (and if you have a pool or trampoline make sure those are included too!) And if you haven't planned a summer vacation yet its not too late but you might want to consider off season destinations - if you can handle the heat there are deals to be scored in places like the Caribbean or desert areas. Here are a few new movies to catch if you're staying in or a rainy summer day. Always Be My Maybe looks like a fun updated version of the classic When Harry Met Sally.…
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