We live to shake up the industry. Welcome to our blog– here’s what we’re thinking.
Is owning a boat on your horizon? Do you see yourself paddling a canoe, piloting a motorboat, or perhaps helming a sailboat? Of course, it would be easier and more affordable to pop a canoe on top of your car other than maintaining a moored boat in a popular summer…
In 2017, the House and Senate approved changes to our tax code that will allow 529 funds, previously reserved for college expenses, to be used for private elementary and secondary school tuition.
You’ve just unexpectedly received a large sum of money and are not sure what to do with it. Read on for some insights that will help you now, and down the road.
This week we are reading about autonomous electric cars disrupting the marketplace, one Economics professor’s bubble predictions, and Trump’s tax plan that may help you purchase a new car!
In this blog series, we have been examining the things that “THEY” have taught us over the years as truth. Today, we are going to look at some of the things that “THEY” have taught us about real estate.
This week, Nick Pagano discusses two different ends of the housing spectrum: purchasing and foreclosure. While these two situations tend to evoke very different reactions, they are both deeply emotional. Check out Nick's latest blog for tips to stay level-headed in these circumstances.
This week, Nick Pagano continues his downsizing journey and dives into the thought process behind the next step – finding a new place to live.
In previous blogs, Nick Pagano has discussed the opportunities and challenges one might face when looking to downsize their house – whether in retirement or when the kids move out. Now, Nick and his wife are in the midst of the process themselves and have a few thoughts and tips that may help you when your time comes.
This week Nick Pagano not only looks at the tangible savings associated with downsizing in retirement, but also the hidden logistical costs attached to the potential move.
Chad Wotton observes the four categories of savers as outlined by the CFP Board of Standards and gives an in depth analysis on the impacts.