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The kids are off to college, your parents are still living independently, and there you are with your significant other, roaming around a big, empty house wondering why, and it hits you: “Let’s downsize!” Financially, it makes perfect sense. You’re paying for a lot of house you’re not using. You’ve got a big yard to maintain and a lot of stuff that you haven’t used in years. If you’ve owned the house for a while, you probably have some equity that could be used to...
View ArticleWe survived one of the toughest winters in recent memory and now it’s time to do some spring cleaning. I’m not talking about cleaning out the closets, garage, basement or shed but more importantly cleaning out your financial portfolio. We all have to pull our financial info together this time of year to complete our annual root canal, filing our taxes! This is a great time to take a look at your investments and insurance policies to see if they still meet your needs or...
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