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Developing a Financial Plan: Frequently Asked Questions

Table of Contents How do I determine my long-term financial goals? The first step is to decide what you realistically want to achieve financially. Financial goals might include early retirement, travel, a vacation home, securing your family’s financial comfort...

Planning Your Move: Frequently Asked Questions

Table of Contents How can I get the best deal when hiring a moving company? Even though your moving date may be months away, as soon as soon as the contracts are signed you should start getting recommendations for moving companies from friends or colleagues. Start...

Selling Your Home: Frequently Asked Questions

Table of Contents How do I find a good real estate agent when I sell my home? First, ask friends, family, and colleagues for recommendations of real estate agents. You can also look for names listed on posted “for sale” signs, especially for houses that...

Homeowner’s Insurance: Frequently Asked Questions

Table of Contents How can I get the "best buy" in homeowner's insurance? The price you pay for homeowner’s insurance can vary by hundreds of dollars, depending on the insurance company you buy your policy from. One tip is to ask your insurance...

Mortgages: Frequently Asked Questions

Table of Contents How can I minimize problems when getting a mortgage? Much of the information required by your lender can be brought with you when you apply for a loan. To avoid delays, try to find out in advance exactly what documentation the lender will require...