What is a Power of Attorney?

[youtube https://www.youtube.com/watch?v=10ef-gsoDDA]A power of attorney is simply a legal document that gives you the right to name one or more individuals to step into your shoes and act on your behalf in certain pre-determined circumstances. Two terms used in this document to describe the individuals affected are the principal (you), and the agents (others you delegate [...]

One Simple Tip to Save Thousands on a Mortgage

[youtube https://www.youtube.com/watch?v=k4pifDxTVn8]The single best tip to getting the best rate on a mortgage is to check your credit score and credit history. Don’t check it just before applying; check it in advance, up to a year in advance of when you are planning to apply for the mortgage. When it comes to applying for a mortgage, [...]

Stocks and Bonds 101

[youtube https://www.youtube.com/watch?v=hCzIcS_xPiQ]There is a lot of confusing investing terminology that is out there. As an investor, you may not need to know it all, but you should have a solid understanding of the basics. Here are two basic terms that everyone should understand before they risk their hard-earned dollars: Stocks: When a company seeks to grow [...]

Time for Tax Planning

[youtube https://www.youtube.com/watch?v=Qh6AI2yIeoQ] While the summer is starting to wind down and memories of vacations and beach days are still fresh in everyone’s mind, now is a great time to begin to think about your taxes. Sure, tax day is still a long ways off, but what you do now will set yourself up for next April. [...]

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