How Much House Can You Afford?

If you’re looking to buy a house, you first need to consider your budget and how much you can realistically afford to pay for your mortgage. Before putting your information into a mortgage calculator, take a moment to understand how a lender will determine your mortgage and some alternative loans for which you may be eligible. What Factors Help Determine How Much House[...] Continue reading

Webinar: Estate Planning Advice for the Retired And High Net Worth

When is the best time to gift your house to someone? What tax situations will your children run into with a gift from you? What can you gift a child while still alive? Our recent webinar on estate planning for retirees and high net worth individuals answered all of those questions and many more. Brad Newman, our lead investment advisor in Harrisburg, moderated the[...] Continue reading

Why Is Having a Will Important? 

Written by: Bryson Roof | Financial Advisor Why Is Having a Will Important? Having a written Will and Last Testament helps ensure that all your wishes are carried out after your death. It names an Executor to administer your estate, who will receive your assets, and who will become guardians of your children and pets. When there is no written will at your time of[...] Continue reading

How to Pass on Your Money Without Spoiling Your Children

Written by: Bradley Newman, CFP® | Lead Financial Advisor If you have sufficient assets in your portfolio, you're probably planning on leaving a portion of them to your children. While passing on your wealth gives your offspring a head start and safety net as they move forward in life, it's crucial that they know the proper ways to handle their inheritance without[...] Continue reading

Webinar: How to Protect Your Stuff in 3 Easy Steps

You don’t need an estate and billions of dollars to need a will. No matter what your situation is, someone will need to handle your financial affairs after you die and taking care of some basics now will help ensure that your assets are protected later. Bryson Roof will walk you through how you can protect your stuff in just three easy steps with Jeffrey R. Bellomo,[...] Continue reading