7 Steps to Buying Your Next Home

The U.S. housing market has seen considerable activity in recent years. From the lockdown induced drop in housing supply in 2020 to the rapid increase in interest rates in 2022, buyers have had to wade through one of the more active (and expensive) housing markets in history. As the season turns to what has historically… Continue reading 7 Steps to Buying Your Next Home

ChatGPT Financial Advice

ChatGPT and other AI programs have been capturing headlines recently as a solution for helping you write term papers and make financial decisions. So, we asked ChatGPT this question, “What the benefits and risks of taking financial advice from ChatGPT? Here is summary of what it said: “As an AI language model trained on a… Continue reading ChatGPT Financial Advice

Should I get a Revocable Trust?

A revocable trust, also known as a living trust, is a legal arrangement where a person (the grantor or trust maker) transfers their assets, such as property or investments into a trust while they are still alive. The grantor retains control over the assets and can change or revoke the trust at any time during… Continue reading Should I get a Revocable Trust?