Julie Mayfield
What Is A Reverse Mortgage And Is It Right For You?
KEY POINTS Find out the cancellation terms of a loan beforehand. Consult a fiduciary to minimize risk. Select a reverse mortgage that aligns with your holistic financial plan. If you watch late night TV, or the cable news channels, you’ve no doubt seen...
How Much Should You Spend On An Engagement Ring?
KEY POINTS Traditional engagement rings could cost you about 2 months worth of your salary. How to shave off thousands on your engagement ring. Instead, pay for a more extravagant wedding, travel, or invest. Spring is just around the corner, and you know...
Top 10 Money Tricks: Improve Your Finances by 2016
KEY POINTS Start by tracking your spending, credit score, 401k contributions, and your child’s 529. Shuffle your portfolio at the end of the year to reflect your personal investment goals. Prepare for next April by estimating your 2015 taxes in...
Financial Planning for Parenthood: Are You Ready?
KEY POINTS USDA stats estimate the total cost for raising a child up until the age of 18 to be $245,340 – and even more if you include inflation. When planning for a family, make sure to consider unexpected costs of raising kids. Anticipate housing,...
The Financial Cost of Identity Theft
KEY POINTS Shred any personal information you don’t access that often. Steer clear of suspicious activity online. Monitor your bank accounts and cards to keep an eye out. Part Of Our Series On Tackling Your Scary Personal Finances Living in the Digital...
5-Step Guide to Teaching Your Kids About Money
KEY POINTS How to get your kids ready to face their own financial futures. Lead by example and show your kids how to use the bank to their advantage. Teach principles of credit, since a good credit history can influence a Millennial’s ability to get a...
