Why Money Matters More Than Ever This Season

December 1, 2020

Despite the good cheer, the holidays can cause stress when it comes to financing the festivities. This season could prove…

Read More

The Secret to Cyber Safety

November 16, 2020

The digital age we’re living in has made running our professional and personal lives very convenient. Just about everything is…

Read More

Banks, Mutuals and Credit Unions. Oh my!

November 4, 2020

  Unless you work for a bank, or have a vested interest in the financial industry, you probably wouldn’t think…

Read More

Cybersecurity Part 2 – Types of Scams

October 23, 2020

October is National Cybersecurity Awareness Month, so we decided to focus this month’s blogs on how to protect yourself from…

Read More

Cybersecurity Part 1 – Why is awareness important?

October 8, 2020

October is National Cybersecurity Awareness Month, so we decided to focus this month’s blogs on how to protect yourself from…

Read More

Portfolio vs. Secondary Market Mortgage

September 25, 2020

Which one is best for you? If you are a new home buyer or already own a home, do you…

Read More

Grandparents Scam: Don’t be a Victim

September 11, 2020

One day while sitting in my office, an elderly customer came to me in a panic, stating that she needed…

Read More

The Crime of the 21st Century: Elder Financial Abuse

August 25, 2020

In 2018, U.S. banks reported a staggering 24,454 cases of suspected elder financial abuse to the Treasury Department; a 12%…

Read More

Concerned about your 401K amid the pandemic? Don’t panic!

August 6, 2020

Fear from the Coronavirus (COVID-19) is affecting everyone. It’s almost impossible not to hear the news on any media outlet….

Read More

Buying a home? Here’s what you need to know about PMI insurance.

July 22, 2020

You found the perfect home but you don’t have 20% to put down for a deposit. Are you out of…

Read More