When You Can Tap Into Your IRA Without Penalty
Even those who are diligent in saving and planning for retirement can be faced with significant unplanned expenses that lead them to consider tapping into their IRA. Under most circumstances, any withdrawals from your IRA taken before age 59 ½…

Does Your Insurance Have You Covered?
Insurance is an important component of any good financial plan. It can be used to help protect both your loved ones and the assets you’ve worked to accumulate. Insurance decisions should be made based on your family’s age and economic…

Should I Pay Cash or Get a Mortgage?
Now that we’ve seen the real estate market bounce back and show real signs of stability, one common question our clients ask is whether they should pay cash when purchasing a home or take out a mortgage. Knowing the specifics…