You are finally prepared to trade in that hand-me-down car your parents gave you (that has seen much better days) and grab your own four-wheeled automobile. But where do you start? It doesn’t matter who you are, your first-time car buying experience can be filled with uncertainty and misunderstanding. To help unclutter some confusion, we have come up with six steps on what to do when buying your first car.
The following steps will help you determine how much “car” you can affor... [More]
You’re looking for a new bank. But you don’t really know what to look for. Is there a difference from one bank to another? Does it matter? Here are three key things that many people choose to consider when looking for a bank.
1. Customer Service
It seems like good customer service is hard to come by these days. Not that I’m that old or anything, but honestly, I remember a time when people that worked in a customer service role were truly happy to be doing what they were doing a... [More]
September was Life Insurance Awareness Month but in my mind every month is an awareness month! My time spent in the Financial Services world has taught me many things; one lesson that I learned from clients is the importance of reviewing one’s beneficiary designations on personal documents, investments, retirement plans and insurance.
I know of one individual who was married and divorced at a young age. She was a teacher in a local high school who remarried in her early thirties. Fast forw... [More]