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Financing Your Home Improvement Project
Marguerita Cheng, CFP®
When financing a home improvement or construction project, homeowners should carefully evaluate all of the various options. Home equity loans and home equity lines of credit (HELOCs) are two of the most common financing choices; for financing the building of a new home, a construction loan is generally the preferred method of financing.
The Game of Greed: Avoiding Ponzi Schemes with Strategic Moves
By Cary Carbonaro, CFP
Imagine…you’ve saved for years to create a nest egg to carry you through retirement. You’re no Rockefeller, but you’ve done well… if only it was just a bit more, you think, you could be set for everything you need and want in your Golden Years.
The Evolution of Investing with a Deeper Purpose
Elaine King Fuentes, CFP
Hundreds of years ago several people in a town in the United Kingdom contracted a mysterious and serious illness. The best doctors and scientists gathered from all over the world to determine the cause. After several weeks, the city’s council was told that the cause could not be identified with certainty but had something to do with the water.
The Costs and Value of Private School Education
Eleanor Blayney, CFP
For most American parents, sending a child to college is a stretch. This explains why a college education is right up there with retirement as one of the major life goals that require careful financial planning.
College Costs: 3 Common Mistakes Parents Make
By Steven Podnos, MD, CFP®
An important part of the financial planning process for my clients is the development of a plan to pay for the education of children and grandchildren. Over the years, I have seen families make several mistakes in this regard. Click through to read about the three most common.
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