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Managing Finances After Marriage and Children

Thursday, March 21, 2019

We’re passionate about guiding families with financial matters. A perennial discussion we have with new clients, or the children of clients is how to best integrate money and finance after getting married and starting a family...
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Dimensional Fund Advisors – A Superior Approach to Investment Management

Tuesday, March 12, 2019

If you are evaluating mutual funds based on lower expense ratios (highly recommended!), then you likely will have Vanguard funds included on your list. The fund family has consistently lower expense ratios compared to most of its peers. We as a firm agree that costs matter and generally higher returns are generated from funds with lower expenses. However, one fund family that should not be overlooked as part of a review is Dimensional Fund Advisors (DFA). The expense ratios are slightly higher for DFA but returns are consistently above Vanguard’s, even after accounting for expenses.


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Credit Protection - Freezing and Thawing

Monday, February 25, 2019

When you freeze your credit, the credit reporting bureaus are not allowed to give information to someone or a business who makes an inquiry about you. Typically, businesses inquire about your credit when you (or someone posing as you) attempt to open a new line of credit, such as a credit card, car loan, mortgage refinance, or similar. This credit check helps the business decide whether to extend credit to you, and at what terms.
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Reducing Your Real Estate Taxes

Tuesday, February 12, 2019

If you’re like me, you don’t enjoy paying more tax than necessary. One area to occasionally review is your property taxes, and there’s still time to review and appeal if you may be paying tax on a higher home value than what it might sell for on the open market. Despite possible savings of thousands of dollars, only 2% of homeowners appeal their assessments, which is the first step in lowering real estate taxes.
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Managing Finances After Marriage and Children
Thursday, March 21, 2019


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