mortgage checklist

Pay or Stay With Your Mortgage Part 2: Properly Paying Off Your Mortgage

In my last post, we covered some of the financial trade-offs to consider before you decide to pay off your mortgage on the early side. Still, sooner or later, I hope that payoff day does arrive for you. There are few financial acts more gratifying than ensuring your castle is all your
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home mortgage

Pay or Stay With Your Mortgage Part 1: Should I Pay Off My Mortgage Early?

We hear this question often: “Should I pay off my mortgage early?” As you’ll hear us say even more often, the answer is, “It depends.” It’s nice to no longer have that monthly payment, and there’s something satisfying about owning your home outright. That said, if you allocate dollars
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budgeting apps

Four Budgeting Apps for Young Adults: Making Budgeting More Fun?

Okay, I know budgeting is rarely fun for anyone, but it can be especially hard on young adults. You’ve just wrapped up your formal education and received your first decent paycheck – way more than you’ve been earning between classes. What’s a common reaction? “I deserve a shopping spr
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portfolio

Summer Refresher: Never Mind Your Wallet – What’s in Your Portfolio?

In some respects, we wish this piece weren’t worth re-posting. We’d prefer it if today’s investors no longer needed to be on the look-out for the opaque fees and conflicts of interest described. Unfortunately, with only a few minor updates, the information is still as relevant today a
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Giving 403(b) Plan Participants Their Due - Part 2

Giving 403(b) Plan Participants Their Due – Part 2

Part II: The 403(b) Plan: Pocket Change or Life’s Savings? As touched on in Part 1 of our two-part series on 403(b) plans, “A Call for 403(b) Plan “Higher Education,” it was initially assumed that the 403(b) would serve as a supplement – not a replacement – for participants’ tradition
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Giving 403(b) Plan Participants Their Due

Giving 403(b) Plan Participants Their Due

Part I: A Call for 403(b) Plan “Higher Education” When seeking financial advice for managing your retirement plan assets, it seems the 401(k) receives a lot more press than the similar, but different 403(b) plans used by government and tax-exempt groups such as schools, hospitals and
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Never Mind Your Wallet – What’s In Your Portfolio?

Never Mind Your Wallet – What’s In Your Portfolio?

Love them or hate them, advertising campaigns can stick in your head. Like this one from CapitalOne®: “What’s in your wallet?” If you ask me, the better question to ask is: “What’s in your portfolio?” While you wouldn’t allow a $20 bill to be plucked from your billfold by marauding Vi
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