While your first thought might be to spend all of your refund…don’t! Here are a few tips on how to better use that money.
How Lower Fees Could Put Independents on Top
Asset management fees are coming down as lower-cost passive investments take center stage and calls for radical transparency in fee disclosure get louder This means change is coming to the wealth management arena as well, say industry experts How this plays out for individual advisors will depend on their technology platforms and, according to Shirl Penney, CEO of Dynasty Financial Partners , on their ability to articulate value and offer distinct services under clear pricing policies. New York-based Dynasty provides a la carte infrastructure support and related services to about 40 RIAs. For Penney, the fact of “fee pressure and the fear of margin compression” among wealth managers is “undeniable” as “the rate of innovation” in…
100,000 Ultimate Rewards Points When Buying a Chase Mortgage
Chase is back with another 100,000 Ultimate Rewards points sign-up bonus. This time it's for getting a mortgage from Chase Mortgage.
Financial Advice for Single Ladies
Originally posted on SheKnows.com by Samantha Paxson, Chief Experience & Marketing Officer (CXMO), CO-OP Financial Services While more than 57 million single women now live in the U.S., it’s safe to say that the majority of these ladies aren’t what our parents used to call “spinsters.” As Redbook Magazine noted recently, women can be both single and happy.... Read More »
7 Tips For Getting The Most Out Of Your Mortgage
Getting ready to buy your first home? This is an exciting time, but it can also be an overwhelming one. Even though taking out a mortgage on a home is something that you probably...
Financial tips for women getting a divorce
Separate all spousal property and accounts immediately
Money Savings Tips
Keep more money in your wallet with these money saving tips! You'll have a hard time finding more painless ways to save.
HSA’s 101: What You Need To Know
Health savings accounts (HSAs) are being discussed as an integral part of the 2017 American Healthcare Act (AHA), the proposed replacement plan for the Obama Administration’s 2010 Patient Protection and Affordable Care Act. As the popularity of HSAs grows and they continue to be considered a key component of the AHA, understanding how they work is becoming increasingly important from Devenir, HSAs have grown to an estimated 18.2 million accounts with $34.7 billion in assets nationwide—a year-over-year increase of 22 percent Educating yourself about the benefits and rules of an HSA is the first step to getting the most out of this health care savings option. What is an HSA? A health savings account (HSA) is…
Tips for a successful Youth Month Savings Challenge
There’s less than two months to go until National Credit Union Youth Month™, when credit unions from coast to coast will urge kids to “Give a Hoot About Savings” and discover the life-changing power of credit union membership. As your celebration planning gets underway, don’t forget about one of the most powerful business development opportunities …
Mortgage Rates, Mortgage News and Strategy : The Mortgage Reports
Homebuying tips: How to choose your next neighborhood. New and old school search methods to check out your next location.