Unpacking the SECURE Act
By holdfast
In December of 2019, Congress passed a new piece of legislation called the “Setting Every Community Up for Retirement Enhancement” (SECURE) Act. The goal of this overhaul was to address problems and inadequacies with past laws and to increase Americans’ access to retirement savings. As a result, many clients have been asking, “how will this […]
4 Tips for Updating Your Budget from 2019 to 2020
By John Dapper
As 2019 comes to a close, it’s important to take a moment to reflect on the year, including your finances, too! To make things a little easier, we’re going to take a look at a few financial planning tips and end-of-year considerations to start you off right in 2020! 1. Review your budget and plan […]
Mortgage Insurance & the Myth of the Down Payment
By John Dapper
For many young families looking to buy their first home, the notion of making a traditional 20% down payment can seem like a huge barrier to home ownership. However, today we’ll discuss different types of mortgages, loan products, and options that can help make your dream attainable even if you can’t afford a large down […]
