Saving for College—the 529?
March 8, 2010
People are often surprised that I don’t recommend using 529 plans as a college savings plan. Section 529 of the Internal Revenue Code allows you to take after-tax dollars, put
Blogs That Make Financial Planning Feel Easy
Explore smart strategies and insights to take control of your finances.
Mortgage Brokers Rise from the Ashes
March 2, 2010
Over the last several years the press and pundits had written off mortgage brokers as a business model that was dying. Kern Lewis of the SF Banking Industry Examiner reported
Defaulting on Debt—Moral or Business Decision?
February 22, 2010
I’ve had many referrals from clients of people who wanted to refinance. We try to refinance as many people as we can to help with payments or get them
Recent
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