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Financial Planning

Financial Planning

What is in a financial plan?

Here's exactly what a financial plan from a fee-only planner entails.

What is in a financial plan?
will

Financial Planning

Lending money to family and friends

An 8-step list to help you navigate loaning money to loved ones

Lending money to family and friends
estate planning

Financial Planning

Can I leave money to my niece through a codicil?

It's not the quick and easy option you think it is

Can I leave money to my niece through a codicil?
home insurance

Buying

Finding help in this crazy housing market

3 programs that help people buy a home, even in the hottest markets

Finding help in this crazy housing market

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pay down the mortgage

Mortgages

Not all rate hikes are created equal

To get the best mortgage rate deal you need to hedge and shop aggressively

Not all rate hikes are created equal

Financial Planning

Am I on track to retire in 10 years?

Are Shannon and Hector's home equity savings enough?

Am I on track to retire in 10 years?

Financial Planning

2017 Charity 100: Methodology

How we assign letter grades to top organizations

2017 Charity 100: Methodology
charity 100

Financial Planning

2017 Charity 100: Bonus grades

We expanded our charity ranking to include all organizations that raise a minimum of $1 million yearly. A little...

2017 Charity 100: Bonus grades

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mortgage rate change

Mortgages

Higher mortgage rates on the way & Trump’s to blame

Now is the time to get advice from a mortgage expert and lock in your rates

Higher mortgage rates on the way & Trump’s to blame

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