Mortgage rates tend to get a lot of attention when people start thinking about buying a home. A rate can affect your monthly payment, which can affect what feels realistic in your budget. But affordability is bigger than one number. Buying a home also means considering your savings, maintenance costs, taxes, insurance, income, and your…
Life events require immediate attention to financial planning to prevent costly mistakes and family disputes down the road. Whether you are getting married, welcoming a new child, or facing the loss of a loved one, these transitions demand a thorough review of your financial accounts and legal designations. For expert insights on this topic, you…
Improving and maintaining a good credit score isn’t just a financial goal—it’s necessary for anyone planning a significant purchase, like buying a home or a car. Yet, many of us don’t fully understand the factors that impact credit scores or how to improve them effectively. That’s where Jon Liesener, a knowledgeable private banker with deep…
