Five Tips to Follow When Applying for a Mortgage

The housing market during the coronavirus pandemic has certainly been notable. Historically low interest rates resulted in record homebuying, even as housing prices escalated.1 […]

By |2021-03-31T08:53:51-04:00March 31st, 2021|Home Loans, Investment Center, Mortgages, Uncategorized|0 Comments

Money Market Funds in a Low Rate Environment

After pushing interest rates gradually upward for three years, the Federal Reserve dropped the benchmark federal funds rate to near zero (0%–0.25%) in March 2020 to help mitigate the economic damage caused by COVID-19.1 […]

By |2021-03-31T08:53:40-04:00March 31st, 2021|Investment Center, Uncategorized|0 Comments

Should You Convert Your Term Life to Permanent Life Insurance

Term life insurance provides life insurance coverage for a specific time period (the term). The face amount of the policy is paid if you die during the term of the policy. […]

By |2021-03-31T08:53:25-04:00March 31st, 2021|Investment Center, Uncategorized|0 Comments

Due Date Approaches for 2020 Federal Income Tax

Tax filing season is here again. If you haven’t done so already, you’ll want to start pulling things together — that includes getting your hands on a copy of your 2019 tax return and gathering W-2s, 1099s, and deduction records. […]

By |2021-03-01T15:23:37-05:00March 1st, 2021|Investment Center, Taxes|0 Comments

Tips to Help Control Your Finances During the Pandemic

The coronavirus pandemic has strained the finances of many U.S. households. In an August 2020 survey, 25% of adults said someone in their household had experienced the loss of a job due to the outbreak. […]

By |2021-02-22T11:14:57-05:00February 22nd, 2021|Investment Center, Uncategorized|0 Comments
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